AWA
STIP icon

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

American Wealth 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 		$3.71M Sell
36,327
-55
-0.2% -$5.67K 3.48% 6
2026
Q1 		$3.76M Sell
36,382
-1,573
-4% -$162K 3.92% 5
2025
Q4 		$3.88M Buy
37,955
+97
+0.3% +$9.98K 3.81% 5
2025
Q3 		$3.91M Buy
+37,858
New +$3.9M 3.87% 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

American Wealth Advisors's STIP Position: Q2 2026 in Review

American Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.15% in Q2 2026, selling an estimated $5.67K and leaving 36,327 shares worth $3.71M. The position accounts for 3.48% of the portfolio, ranked #6.

American Wealth Advisors first reported a position in STIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.91M in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • American Wealth Advisors held 36,327 shares of iShares 0-5 Year TIPS Bond ETF worth $3.71M as of Q2 2026.
  • American Wealth Advisors sold 55 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.67K.
  • iShares 0-5 Year TIPS Bond ETF made up 3.48% of American Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • American Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • American Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.91M in Q3 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.