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AJ Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

AJ Advisors’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 		$15.7M Buy
153,718
+6,219
+4% +$641K 4.88% 7
2026
Q1 		$15.3M Buy
147,499
+5,504
+4% +$567K 5.66% 7
2025
Q4 		$14.5M Buy
141,995
+10,489
+8% +$1.08M 5.37% 7
2025
Q3 		$13.6M Buy
131,506
+2,180
+2% +$225K 5.56% 7
2025
Q2 		$13.3M Buy
129,326
+6,776
+6% +$695K 5.92% 6
2025
Q1 		$12.7M Buy
122,550
+1,977
+2% +$201K 6.49% 6
2024
Q4 		$12.1M Buy
120,573
+2,864
+2% +$289K 6.29% 6
2024
Q3 		$11.9M Sell
117,709
-1,828
-2% -$183K 6.12% 6
2024
Q2 		$11.9M Buy
119,537
+5,554
+5% +$551K 6.58% 6
2024
Q1 		$11.3M Buy
113,983
+2,513
+2% +$248K 6.25% 7
2023
Q4 		$11M Buy
111,470
+6,010
+6% +$586K 6.76% 7
2023
Q3 		$10.2M Sell
105,460
-1,231
-1% -$120K 7.68% 7
2023
Q2 		$10.4M Sell
106,691
-779
-0.7% -$76.6K 7.24% 7
2023
Q1 		$10.7M Buy
107,470
+2,542
+2% +$248K 7.83% 6
2022
Q4 		$10.2M Buy
+104,928
New +$10.2M 8.16% 5

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 22.96% 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

AJ Advisors's STIP Position: Q2 2026 in Review

AJ Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.2% in Q2 2026, buying an estimated $641K and bringing the position to 153,718 shares worth $15.7M. The position accounts for 4.88% of the portfolio, ranked #7.

AJ Advisors first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • AJ Advisors held 153,718 shares of iShares 0-5 Year TIPS Bond ETF worth $15.7M as of Q2 2026.
  • AJ Advisors bought 6,219 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $641K.
  • iShares 0-5 Year TIPS Bond ETF made up 4.88% of AJ Advisors's portfolio in Q2 2026, its #7 holding.
  • AJ Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.