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

Ancora 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 		$19.8M Buy
193,971
+12,405
+7% +$1.28M 0.38% 53
2026
Q1 		$18.8M Buy
181,566
+735
+0.4% +$75.7K 0.4% 49
2025
Q4 		$18.5M Buy
180,831
+13,310
+8% +$1.37M 0.38% 53
2025
Q3 		$17.3M Buy
167,521
+1,804
+1% +$186K 0.35% 56
2025
Q2 		$17.1M Sell
165,717
-339
-0.2% -$34.8K 0.35% 62
2025
Q1 		$17.2M Buy
166,056
+5,920
+4% +$603K 0.38% 50
2024
Q4 		$16.1M Buy
160,136
+14,169
+10% +$1.43M 0.36% 57
2024
Q3 		$14.8M Buy
145,967
+10,141
+7% +$1.02M 0.34% 60
2024
Q2 		$13.5M Buy
135,826
+83,585
+160% +$8.29M 0.33% 58
2024
Q1 		$5.19M Buy
52,241
+3,651
+8% +$361K 0.12% 159
2023
Q4 		$4.79M Buy
48,590
+48,050
+8,898% +$4.68M 0.11% 169
2023
Q3 		$52.3K Sell
540
-127
-19% -$12.3K ﹤0.01% 904
2023
Q2 		$65.1K Buy
667
+82
+14% +$8.07K ﹤0.01% 854
2023
Q1 		$58K Sell
585
-260
-31% -$25.4K ﹤0.01% 879
2022
Q4 		$82K Buy
845
+410
+94% +$39.8K ﹤0.01% 866
2022
Q3 		$42K Sell
435
-89
-17% -$8.91K ﹤0.01% 1139
2022
Q2 		$53K Buy
524
+435
+489% +$44.9K ﹤0.01% 1142
2022
Q1 		$9K Buy
+89
New +$9.37K ﹤0.01% 1772

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

Ancora Advisors's STIP Position: Q2 2026 in Review

Ancora Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.8% in Q2 2026, buying an estimated $1.28M and bringing the position to 193,971 shares worth $19.8M. The position accounts for 0.38% of the portfolio, ranked #53.

Ancora Advisors first reported a position in STIP in Q1 2022 and has held it in 18 quarters since. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Ancora Advisors held 193,971 shares of iShares 0-5 Year TIPS Bond ETF worth $19.8M as of Q2 2026.
  • Ancora Advisors bought 12,405 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.28M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.38% of Ancora Advisors's portfolio in Q2 2026, its #53 holding.
  • Ancora Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.