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 Q2	$689K	Buy	6,745 +6,034	+849%	+$622K	﹤0.01%	1426
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Arax Advisory Partners's STIP Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 849% in Q2 2026, buying an estimated $622K and bringing the position to 6,745 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Arax Advisory Partners first reported a position in STIP in Q2 2021 and has held it in 20 quarters since. The position peaked at $23.8M in Q1 2022. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Arax Advisory Partners held 6,745 shares of iShares 0-5 Year TIPS Bond ETF worth $689K as of Q2 2026.
Arax Advisory Partners bought 6,034 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $622K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1426 holding.
Arax Advisory Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 20 quarters since.
Arax Advisory Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $23.8M in Q1 2022.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.