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 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 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

Alliance Wealth Advisors (Utah)'s STIP Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 70% in Q1 2026, selling an estimated $2.54M and leaving 10,653 shares worth $1.1M. The position accounts for 0.24% of the portfolio, ranked #77.

Alliance Wealth Advisors (Utah) first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.81M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Alliance Wealth Advisors (Utah) held 10,653 shares of iShares 0-5 Year TIPS Bond ETF worth $1.1M as of Q1 2026.
Alliance Wealth Advisors (Utah) sold 24,632 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.54M.
iShares 0-5 Year TIPS Bond ETF made up 0.24% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #77 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 14 quarters since.
Alliance Wealth Advisors (Utah)'s iShares 0-5 Year TIPS Bond ETF position peaked at $4.81M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.