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Ameritas Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ameritas Advisory Services’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 		$806K Sell
7,794
-4,336
-36% -$446K 0.03% 435
2025
Q4 		$1.24M Buy
12,130
+6,029
+99% +$621K 0.05% 323
2025
Q3 		$631K Sell
6,101
-6,594
-52% -$680K 0.04% 333
2025
Q2 		$1.31M Sell
12,695
-7,053
-36% -$724K 0.07% 286
2025
Q1 		$2.02M Sell
19,748
-57
-0.3% -$5.81K 0.08% 230
2024
Q4 		$1.99M Sell
19,805
-23,166
-54% -$2.34M 0.07% 259
2024
Q3 		$4.35M Sell
42,971
-7,437
-15% -$745K 0.19% 121
2024
Q2 		$5.02M Buy
50,408
+5,497
+12% +$545K 0.19% 109
2024
Q1 		$4.45M Buy
44,911
+29,282
+187% +$2.89M 0.18% 109
2023
Q4 		$1.54M Sell
15,629
-42,865
-73% -$4.18M 0.08% 206
2023
Q3 		$5.67M Buy
58,494
+12,877
+28% +$1.25M 0.28% 71
2023
Q2 		$4.41M Buy
45,617
+16,996
+59% +$1.67M 0.57% 33
2023
Q1 		$2.84M Sell
28,621
-3,588
-11% -$351K 0.14% 143
2022
Q4 		$3.12M Buy
32,209
+11,894
+59% +$1.16M 0.14% 146
2022
Q3 		$1.95M Buy
20,315
+5,953
+41% +$596K 0.12% 169
2022
Q2 		$1.46M Buy
14,362
+9,120
+174% +$942K 0.08% 231
2022
Q1 		$550K Buy
5,242
+983
+23% +$104K 0.02% 478
2021
Q4 		$451K Buy
+4,259
New +$451K 0.02% 526

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

Ameritas Advisory Services's STIP Position: Q1 2026 in Review

Ameritas Advisory Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 36% in Q1 2026, selling an estimated $446K and leaving 7,794 shares worth $806K. The position accounts for 0.03% of the portfolio, ranked #435.

Ameritas Advisory Services first reported a position in STIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.67M in Q3 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Ameritas Advisory Services held 7,794 shares of iShares 0-5 Year TIPS Bond ETF worth $806K as of Q1 2026.
  • Ameritas Advisory Services sold 4,336 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $446K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #435 holding.
  • Ameritas Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $5.67M in Q3 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.