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Arax Advisory Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Arax Advisory Partners’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 		$73.6K Sell
711
-1,550
-69% -$160K ﹤0.01% 1524
2025
Q4 		$232K Buy
+2,261
New +$233K 0.01% 971
2025
Q3 		– Sell
-1,636
Closed -$168K – 4227
2025
Q2 		$168K Buy
1,636
+1,589
+3,381% +$163K 0.01% 721
2025
Q1 		$4.86K Buy
47
+43
+1,075% +$4.38K ﹤0.01% 1791
2024
Q4 		$403 Hold
4
– – ﹤0.01% 2338
2024
Q3 		$406 Hold
4
– – ﹤0.01% 2431
2024
Q2 		$398 Sell
4
-22
-85% -$2.18K ﹤0.01% 2356
2024
Q1 		$2.6K Buy
26
+2
+8% +$198 ﹤0.01% 1003
2023
Q4 		$2.38K Sell
24
-1,994
-99% -$194K ﹤0.01% 991
2023
Q3 		$196K Sell
2,018
-493
-20% -$47.9K 0.02% 261
2023
Q2 		$245K Sell
2,511
-5,355
-68% -$527K 0.03% 215
2023
Q1 		$781K Buy
7,866
+16
+0.2% +$1.56K 0.1% 89
2022
Q4 		$761K Sell
7,850
-25,294
-76% -$2.46M 0.11% 86
2022
Q3 		$3.19M Sell
33,144
-12,199
-27% -$1.22M 0.5% 34
2022
Q2 		$4.6M Sell
45,343
-181,832
-80% -$18.8M 0.7% 31
2022
Q1 		$23.8M Buy
227,175
+181,998
+403% +$19.2M 3.18% 8
2021
Q4 		$4.78M Buy
45,177
+15,441
+52% +$1.64M 0.61% 33
2021
Q3 		$3.14M Buy
29,736
+1,784
+6% +$189K 0.43% 38
2021
Q2 		$2.97M Buy
+27,952
New +$2.97M 0.41% 44

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 $9.37B AUM 23.82% 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

Arax Advisory Partners's STIP Position: Q1 2026 in Review

Arax Advisory Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 69% in Q1 2026, selling an estimated $160K and leaving 711 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Arax Advisory Partners first reported a position in STIP in Q2 2021 and has held it in 19 quarters since. The position peaked at $23.8M in Q1 2022. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Arax Advisory Partners held 711 shares of iShares 0-5 Year TIPS Bond ETF worth $73.6K as of Q1 2026.
  • Arax Advisory Partners sold 1,550 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $160K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1524 holding.
  • Arax Advisory Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Arax Advisory Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $23.8M in Q1 2022.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.