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

Atlas Capital 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 		$714K Buy
6,908
+1,876
+37% +$193K 0.08% 195
2025
Q4 		$515K Buy
+5,032
New +$518K 0.06% 258
2025
Q2 		$669K Buy
6,505
+666
+11% +$68.3K 0.08% 204
2025
Q1 		$604K Sell
5,839
-203
-3% -$20.7K 0.08% 220
2024
Q4 		$608K Buy
+6,042
New +$609K 0.08% 204
2024
Q3 		– Sell
-7,816
Closed -$778K – 955
2024
Q2 		$778K Buy
+7,816
New +$775K 0.1% 158
2024
Q1 		– Sell
-62,185
Closed -$6.13M – 956
2023
Q4 		$6.13M Buy
+62,185
New +$6.06M 0.89% 29
2023
Q3 		– Sell
-119,217
Closed -$11.6M – 918
2023
Q2 		$11.6M Buy
119,217
+17,816
+18% +$1.75M 1.76% 11
2023
Q1 		$10.1M Sell
101,401
-60
-0.1% -$5.87K 1.58% 12
2022
Q4 		$9.84M Buy
101,461
+5,601
+6% +$544K 1.65% 10
2022
Q3 		$9.21M Sell
95,860
-43,253
-31% -$4.33M 1.68% 11
2022
Q2 		$14.1M Buy
139,113
+36,152
+35% +$3.73M 2.39% 3
2022
Q1 		$10.8M Buy
+102,961
New +$10.8M 1.68% 10

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

Atlas Capital Advisors's STIP Position: Q1 2026 in Review

Atlas Capital Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 37% in Q1 2026, buying an estimated $193K and bringing the position to 6,908 shares worth $714K. The position accounts for 0.08% of the portfolio, ranked #195.

Atlas Capital Advisors first reported a position in STIP in Q1 2022 and has held it in 13 quarters since. The position peaked at $14.1M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Atlas Capital Advisors held 6,908 shares of iShares 0-5 Year TIPS Bond ETF worth $714K as of Q1 2026.
  • Atlas Capital Advisors bought 1,876 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $193K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of Atlas Capital Advisors's portfolio in Q1 2026, its #195 holding.
  • Atlas Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • Atlas Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $14.1M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.