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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor OS's STIP Position: Q1 2026 in Review

Advisor OS opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 19,103 shares worth $1.98M. The stake represents 0.14% of the portfolio and ranks #106 among its holdings. This is a return to the name: Advisor OS previously reported a position in STIP as recently as Q4 2021.

Advisor OS first reported a position in STIP in Q2 2020 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Advisor OS held 19,103 shares of iShares 0-5 Year TIPS Bond ETF worth $1.98M as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Advisor OS position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.14% of Advisor OS's portfolio in Q1 2026, its #106 holding.
  • Advisor OS first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and has held it in 6 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.