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Alliance Wealth Advisors (Utah)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$947K Sell
9,270
-1,383
-13% -$143K 0.18% 75
2026
Q1 		$1.1M Sell
10,653
-24,632
-70% -$2.54M 0.24% 77
2025
Q4 		$3.61M Sell
35,285
-11,212
-24% -$1.15M 0.78% 27
2025
Q3 		$4.81M Buy
46,497
+905
+2% +$93.3K 1.13% 15
2025
Q2 		$4.69M Buy
45,592
+2,271
+5% +$233K 1.13% 18
2025
Q1 		$4.48M Buy
43,321
+4,494
+12% +$458K 1.17% 16
2024
Q4 		$3.91M Buy
38,827
+26,602
+218% +$2.68M 1.01% 23
2024
Q3 		$1.24M Sell
12,225
-2,187
-15% -$219K 0.33% 79
2024
Q2 		$1.43M Buy
14,412
+1,270
+10% +$126K 0.42% 68
2024
Q1 		$1.31M Buy
13,142
+1,604
+14% +$159K 0.39% 72
2023
Q4 		$1.14M Buy
11,538
+740
+7% +$72.1K 0.38% 69
2023
Q3 		$1.05M Sell
10,798
-9,749
-47% -$947K 0.39% 64
2023
Q2 		$2.01M Buy
20,547
+1,000
+5% +$98.4K 0.74% 43
2023
Q1 		$1.94M Buy
19,547
+2,562
+15% +$250K 0.78% 42
2022
Q4 		$1.65M Buy
+16,985
New +$1.65M 0.74% 48

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

Alliance Wealth Advisors (Utah)'s STIP Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 13% in Q2 2026, selling an estimated $143K and leaving 9,270 shares worth $947K. The position accounts for 0.18% of the portfolio, ranked #75.

Alliance Wealth Advisors (Utah) first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.81M in Q3 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 9,270 shares of iShares 0-5 Year TIPS Bond ETF worth $947K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 1,383 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.18% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #75 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s iShares 0-5 Year TIPS Bond ETF position peaked at $4.81M in Q3 2025.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.