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Advisornet Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Advisornet Financial’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 		$282K Buy
2,729
+138
+5% +$14.2K 0.01% 522
2025
Q4 		$265K Buy
2,591
+65
+3% +$6.69K 0.01% 528
2025
Q3 		$261K Buy
2,526
+267
+12% +$27.5K 0.01% 519
2025
Q2 		$232K Sell
2,259
-483
-18% -$49.5K 0.02% 531
2025
Q1 		$284K Sell
2,742
-277
-9% -$28.2K 0.02% 467
2024
Q4 		$304K Buy
3,019
+1,531
+103% +$154K 0.03% 416
2024
Q3 		$151K Buy
1,488
+331
+29% +$33.2K 0.01% 591
2024
Q2 		$115K Buy
1,157
+325
+39% +$32.2K 0.01% 599
2024
Q1 		$82.7K Sell
832
-11
-1% -$1.09K 0.01% 682
2023
Q4 		$83.1K Buy
843
+130
+18% +$12.7K 0.01% 690
2023
Q3 		$69.1K Buy
713
+67
+10% +$6.51K 0.01% 708
2023
Q2 		$63K Buy
646
+90
+16% +$8.85K 0.01% 757
2023
Q1 		$55.2K Buy
556
+210
+61% +$20.5K 0.01% 772
2022
Q4 		$33.5K Buy
346
+344
+17,200% +$33.4K ﹤0.01% 904
2022
Q3 		$0 Buy
+2
New +$200 ﹤0.01% 2036
2020
Q4 		– Sell
-3
Closed – – 1828
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1864
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1916
2020
Q1 		$0 Sell
3
-43
-93% -$4.32K ﹤0.01% 1925
2019
Q4 		$5K Buy
46
+43
+1,433% +$4.31K ﹤0.01% 1555
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1949
2019
Q2 		$0 Sell
3
-7,230
-100% -$723K ﹤0.01% 1785
2019
Q1 		$721K Sell
7,233
-5,863
-45% -$579K 0.09% 218
2018
Q4 		$1.28M Buy
13,096
+2,055
+19% +$202K 0.18% 123
2018
Q3 		$1.09M Buy
+11,041
New +$1.09M 0.14% 147

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

Advisornet Financial's STIP Position: Q1 2026 in Review

Advisornet Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.3% in Q1 2026, buying an estimated $14.2K and bringing the position to 2,729 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #522.

Advisornet Financial first reported a position in STIP in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2018. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Advisornet Financial held 2,729 shares of iShares 0-5 Year TIPS Bond ETF worth $282K as of Q1 2026.
  • Advisornet Financial bought 138 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $14.2K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #522 holding.
  • Advisornet Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 24 quarters since.
  • Advisornet Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $1.28M in Q4 2018.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.