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Advyzon Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Advyzon Investment Management’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 		$325K Buy
3,186
+1,040
+48% +$107K 0.02% 592
2026
Q1 		$222K Sell
2,146
-1,381
-39% -$142K 0.02% 628
2025
Q4 		$361K Buy
3,527
+596
+20% +$61.4K 0.04% 394
2025
Q3 		$303K Sell
2,931
-424
-13% -$43.7K 0.05% 322
2025
Q2 		$345K Buy
3,355
+58
+2% +$5.95K 0.08% 249
2025
Q1 		$341K Sell
3,297
-244
-7% -$24.9K 0.12% 151
2024
Q4 		$356K Buy
+3,541
New +$357K 0.14% 140

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

Advyzon Investment Management's STIP Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 48% in Q2 2026, buying an estimated $107K and bringing the position to 3,186 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #592.

Advyzon Investment Management first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $361K in Q4 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Advyzon Investment Management held 3,186 shares of iShares 0-5 Year TIPS Bond ETF worth $325K as of Q2 2026.
  • Advyzon Investment Management bought 1,040 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #592 holding.
  • Advyzon Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $361K in Q4 2025.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.