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

Arkadios 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
Q1 		$5.73M Buy
+55,442
New +$5.71M 0.09% 241
2025
Q4 		– Sell
-3,200
Closed -$331K – 1646
2025
Q3 		$331K Sell
3,200
-112
-3% -$11.6K 0.01% 1122
2025
Q2 		$341K Buy
3,312
+1,247
+60% +$128K 0.01% 1010
2025
Q1 		$214K Sell
2,065
-156
-7% -$15.9K 0.01% 1023
2024
Q4 		$223K Sell
2,221
-603
-21% -$60.8K 0.01% 821
2024
Q3 		$286K Sell
2,824
-83
-3% -$8.31K 0.02% 725
2024
Q2 		$289K Buy
+2,907
New +$288K 0.02% 643

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

Arkadios Wealth Advisors's STIP Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 55,442 shares worth $5.73M. The stake represents 0.09% of the portfolio and ranks #241 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in STIP as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in STIP in Q2 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Arkadios Wealth Advisors held 55,442 shares of iShares 0-5 Year TIPS Bond ETF worth $5.73M as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Arkadios Wealth Advisors position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #241 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.