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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
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 $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

AJ Advisors's STIP Position: Q1 2026 in Review

AJ Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.9% in Q1 2026, buying an estimated $567K and bringing the position to 147,499 shares worth $15.3M. The position accounts for 5.66% of the portfolio, ranked #7.

AJ Advisors first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • AJ Advisors held 147,499 shares of iShares 0-5 Year TIPS Bond ETF worth $15.3M as of Q1 2026.
  • AJ Advisors bought 5,504 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $567K.
  • iShares 0-5 Year TIPS Bond ETF made up 5.66% of AJ Advisors's portfolio in Q1 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 14 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on AJ Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.