Advisor OS’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Advisor OS’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	$838K	Sell	8,200 -10,903	-57%	-$1.12M	0.06%	228
2026 Q1	$1.98M	Buy	+19,103	New	+$1.97M	0.14%	106
2022 Q1	–	Sell	-6,498	Closed	-$688K	–	243
2021 Q4	$688K	Buy	6,498 +257	+4%	+$27.2K	0.14%	140
2021 Q3	$659K	Buy	6,241 +96	+2%	+$10.2K	0.14%	127
2021 Q2	$653K	Buy	6,145 +994	+19%	+$106K	0.14%	117
2021 Q1	$545K	Buy	+5,151	New	+$542K	0.12%	114
2020 Q3	–	Sell	-4,658	Closed	-$477K	–	159
2020 Q2	$477K	Buy	+4,658	New	+$473K	0.28%	72

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Advisor OS's STIP Position: Q2 2026 in Review

Advisor OS reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 57% in Q2 2026, selling an estimated $1.12M and leaving 8,200 shares worth $838K. The position accounts for 0.06% of the portfolio, ranked #228.

Advisor OS first reported a position in STIP in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.98M in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Advisor OS held 8,200 shares of iShares 0-5 Year TIPS Bond ETF worth $838K as of Q2 2026.
Advisor OS sold 10,903 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.12M.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Advisor OS's portfolio in Q2 2026, its #228 holding.
Advisor OS first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and has held it in 7 quarters since.
Advisor OS's iShares 0-5 Year TIPS Bond ETF position peaked at $1.98M in Q1 2026.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.