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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
Q2 		$6.52M Buy
63,796
+8,354
+15% +$862K 0.1% 220
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 $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

Arkadios Wealth Advisors's STIP Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2026, buying an estimated $862K and bringing the position to 63,796 shares worth $6.52M. The position accounts for 0.1% of the portfolio, ranked #220.

Arkadios Wealth Advisors first reported a position in STIP in Q2 2024 and has held it in 8 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Arkadios Wealth Advisors held 63,796 shares of iShares 0-5 Year TIPS Bond ETF worth $6.52M as of Q2 2026.
  • Arkadios Wealth Advisors bought 8,354 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $862K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.