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

Advisor Resource Council’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	$834K	Sell	8,219 -1,912	-19%	-$197K	0.24%	89
2026 Q1	$1.05M	Buy	10,131 +4,038	+66%	+$416K	0.34%	49
2025 Q4	$626K	Buy	+6,093	New	+$627K	0.22%	100
2025 Q2	–	Sell	-26,377	Closed	-$2.73M	–	537
2025 Q1	$2.73M	Buy	26,377 +22,421	+567%	+$2.28M	0.22%	119
2024 Q4	$398K	Buy	+3,956	New	+$399K	0.29%	40
2024 Q2	–	Sell	-3,068	Closed	-$304K	–	206
2024 Q1	$304K	Sell	3,068 -25,312	-89%	-$2.5M	0.13%	167
2023 Q4	$2.8M	Buy	28,380 +25,950	+1,068%	+$2.53M	0.33%	76
2023 Q3	$235K	Sell	2,430 -627	-21%	-$60.9K	0.12%	133
2023 Q2	$298K	Buy	3,057 +723	+31%	+$71.1K	0.13%	115
2023 Q1	$232K	Hold	2,334	–	–	0.06%	220
2022 Q4	$226K	Hold	2,334	–	–	0.11%	143
2022 Q3	$224K	Sell	2,334 -15,965	-87%	-$1.6M	0.15%	133
2022 Q2	$1.86M	Buy	+18,299	New	+$1.89M	0.17%	133
2022 Q1	–	Sell	-11,231	Closed	-$1.19M	–	501
2021 Q4	$1.19M	Buy	11,231 +6,857	+157%	+$727K	0.09%	210
2021 Q3	$465K	Sell	4,374 -1,336	-23%	-$142K	0.14%	143
2021 Q2	$607K	Buy	+5,710	New	+$606K	0.06%	283

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 Resource Council's STIP Position: Q2 2026 in Review

Advisor Resource Council reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 19% in Q2 2026, selling an estimated $197K and leaving 8,219 shares worth $834K. The position accounts for 0.24% of the portfolio, ranked #89.

Advisor Resource Council first reported a position in STIP in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.8M in Q4 2023. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Advisor Resource Council held 8,219 shares of iShares 0-5 Year TIPS Bond ETF worth $834K as of Q2 2026.
Advisor Resource Council sold 1,912 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $197K.
iShares 0-5 Year TIPS Bond ETF made up 0.24% of Advisor Resource Council's portfolio in Q2 2026, its #89 holding.
Advisor Resource Council first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 16 quarters since.
Advisor Resource Council's iShares 0-5 Year TIPS Bond ETF position peaked at $2.8M in Q4 2023.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.