ALTFEST L J & CO INC STIP — iShares 0-5 Year TIPS Bond ETF

Ownership history in ALTFEST L J & CO INC  ·  34 quarters on record

AI Ownership Summary

ALTFEST L J & CO INC reported iShares 0-5 Year TIPS Bond ETF (STIP) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.29% in 2025 Q2. The latest visible filing shows STIP at 4.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTFEST L J & CO INC's position in iShares 0-5 Year TIPS Bond ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STIP was reported at 4.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.29% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STIP stock page ALTFEST L J & CO INC fund profile ALTFEST L J & CO INC full holdings
How ALTFEST L J & CO INC held STIP — position size vs. price
% of Fund (quarterly)    STIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 391,581 +9,990 +2.6% 4.33% $40.5M 2026-04-28 $102.41
2025 Q4 ADDED — — — 381,591 +1,483 +0.4% 4.28% $39.1M 2026-01-23 $100.65
2025 Q3 REDUCED 12.8% +0.4% ❌ 380,108 -55,789 -12.8% 4.38% $39.3M 2025-10-21 $100.54
2025 Q2 ADDED — — — 435,897 +403,101 +1229.1% 5.29% $44.9M 2025-08-08 $99.41
2025 Q1 REDUCED 85.1% +1.0% ❌ 32,796 -187,648 -85.1% 0.43% $3.4M 2025-05-09 $98.08
2024 Q4 REDUCED — — — 220,444 -3,275 -1.5% 2.83% $22.2M 2025-02-07 $95.73
2024 Q3 REDUCED — — — 223,719 -4,082 -1.8% 3.02% $22.7M 2024-11-05 $94.33
2024 Q2 REDUCED — — — 227,801 -2,080 -0.9% 3.10% $22.7M 2024-08-07 $93.44
2024 Q1 REDUCED — — — 229,881 -4,458 -1.9% 3.24% $22.9M 2024-04-22 $91.12
2023 Q4 REDUCED — — — 234,339 -8,011 -3.3% 3.35% $23.1M 2024-01-18 $90.56
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STIP

As of 2026 Q1 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 16.33% First Trust Bank, Ltd. 3Y 7Y 15.93% M. Kulyk & Associates, LLC 3Y 14.03% Main Management Fund Advisors LLC 3Y 12.76% Ethos Capital Management, Inc. 11.6% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 9.49% MARTIN & CO INC /TN/ 3Y 7Y 9.46% Northland Capital Management LLC 3Y 8.94% Prime Buchholz LLC 8.76% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 8.44%

FAQ About ALTFEST L J & CO INC and STIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALTFEST L J & CO INC reported owning STIP?

ALTFEST L J & CO INC reported STIP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STIP position in ALTFEST L J & CO INC's portfolio?

The largest reported portfolio weight for STIP was 5.29% in 2025 Q2.

What is the latest reported STIP position on this page?

The most recent filing on this page is 2026 Q1, when ALTFEST L J & CO INC reported 391,581 shares, equal to 4.33% of portfolio, with an estimated market value of $40.5M.

What does the chart on this STIP ownership page compare?

The chart compares ALTFEST L J & CO INC's quarterly STIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALTFEST L J & CO INC time their STIP position?

Based on 13F filing dates vs. subsequent STIP price moves, ALTFEST L J & CO INC correctly timed 15 out of 33 reported position changes (45%). The annualised alpha on STIP relative to SPY over the holding period was -9.4%.

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