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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
Q2 		$279K Buy
2,736
+7
+0.3% +$722 0.01% 558
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 $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
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
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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

Advisornet Financial's STIP Position: Q2 2026 in Review

Advisornet Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.26% in Q2 2026, buying an estimated $722 and bringing the position to 2,736 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #558.

Advisornet Financial first reported a position in STIP in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.28M in Q4 2018. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Advisornet Financial held 2,736 shares of iShares 0-5 Year TIPS Bond ETF worth $279K as of Q2 2026.
  • Advisornet Financial bought 7 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $722.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #558 holding.
  • Advisornet Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 25 quarters since.
  • Advisornet Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $1.28M in Q4 2018.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.