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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advyzon Investment Management's STIP Position: Q1 2026 in Review

Advyzon Investment Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 39% in Q1 2026, selling an estimated $142K and leaving 2,146 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #628.

Advyzon Investment Management first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Advyzon Investment Management held 2,146 shares of iShares 0-5 Year TIPS Bond ETF worth $222K as of Q1 2026.
Advyzon Investment Management sold 1,381 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $142K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Advyzon Investment Management's portfolio in Q1 2026, its #628 holding.
Advyzon Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $361K in Q4 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.