AFAS
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Acorn Financial Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Acorn Financial Advisory Services’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$764K Sell
7,480
-27
-0.4% -$2.79K 0.1% 102
2026
Q1 		$776K Sell
7,507
-341
-4% -$35.1K 0.11% 90
2025
Q4 		$804K Buy
7,848
+87
+1% +$8.96K 0.12% 85
2025
Q3 		$802K Buy
7,761
+634
+9% +$65.4K 0.12% 83
2025
Q2 		$733K Buy
7,127
+594
+9% +$60.9K 0.12% 86
2025
Q1 		$676K Sell
6,533
-1,076
-14% -$110K 0.12% 86
2024
Q4 		$765K Buy
7,609
+661
+10% +$66.6K 0.13% 83
2024
Q3 		$704K Sell
6,948
-3
-0% -$300 0.12% 80
2024
Q2 		$692K Buy
6,951
+124
+2% +$12.3K 0.13% 84
2024
Q1 		$679K Sell
6,827
-2,389
-26% -$236K 0.13% 85
2023
Q4 		$908K Sell
9,216
-32
-0.3% -$3.12K 0.16% 97
2023
Q3 		$896K Buy
9,248
+702
+8% +$68.2K 0.16% 93
2023
Q2 		$834K Sell
8,546
-2,112
-20% -$208K 0.15% 100
2023
Q1 		$1.06M Sell
10,658
-186
-2% -$18.2K 0.21% 73
2022
Q4 		$1.05M Buy
10,844
+477
+5% +$46.3K 0.22% 64
2022
Q3 		$996K Buy
10,367
+1,535
+17% +$154K 0.24% 63
2022
Q2 		$898K Sell
8,832
-170
-2% -$17.6K 0.21% 69
2022
Q1 		$946K Sell
9,002
-2,255
-20% -$237K 0.19% 84
2021
Q4 		$1.19M Buy
11,257
+3,420
+44% +$362K 0.24% 67
2021
Q3 		$828K Buy
7,837
+2,051
+35% +$218K 0.26% 87
2021
Q2 		$615K Buy
5,786
+423
+8% +$44.9K 0.18% 126
2021
Q1 		$567K Sell
5,363
-159
-3% -$16.7K 0.21% 113
2020
Q4 		$577K Buy
5,522
+365
+7% +$37.8K 0.23% 113
2020
Q3 		$537K Buy
5,157
+488
+10% +$50.5K 0.28% 100
2020
Q2 		$478K Buy
4,669
+18
+0.4% +$1.83K 0.33% 104
2020
Q1 		$465K Buy
4,651
+572
+14% +$57.5K 0.46% 82
2019
Q4 		$411K Buy
+4,079
New +$409K 0.34% 101

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LPL Financial
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MWM
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RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
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Bank of America
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Acorn Financial Advisory Services's STIP Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.36% in Q2 2026, selling an estimated $2.79K and leaving 7,480 shares worth $764K. The position accounts for 0.1% of the portfolio, ranked #102.

Acorn Financial Advisory Services first reported a position in STIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.19M in Q4 2021. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Acorn Financial Advisory Services held 7,480 shares of iShares 0-5 Year TIPS Bond ETF worth $764K as of Q2 2026.
  • Acorn Financial Advisory Services sold 27 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.79K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #102 holding.
  • Acorn Financial Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $1.19M in Q4 2021.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.