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Atria Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Atria Investments’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 		$2.5M Buy
24,509
+12,685
+107% +$1.31M 0.03% 656
2026
Q1 		$1.22M Sell
11,824
-3,764
-24% -$388K 0.01% 950
2025
Q4 		$1.6M Sell
15,588
-9,789
-39% -$1.01M 0.02% 834
2025
Q3 		$2.62M Buy
25,377
+453
+2% +$46.7K 0.03% 614
2025
Q2 		$2.56M Buy
24,924
+19,770
+384% +$2.03M 0.03% 621
2025
Q1 		$533K Buy
5,154
+1,388
+37% +$141K 0.01% 1324
2024
Q4 		$379K Sell
3,766
-28,782
-88% -$2.9M ﹤0.01% 1461
2024
Q3 		$3.3M Sell
32,548
-690
-2% -$69.1K 0.04% 488
2024
Q2 		$3.31M Sell
33,238
-125
-0.4% -$12.4K 0.04% 461
2024
Q1 		$3.32M Buy
33,363
+1,470
+5% +$145K 0.05% 469
2023
Q4 		$3.14M Buy
31,893
+12,093
+61% +$1.18M 0.05% 433
2023
Q3 		$1.92M Sell
19,800
-3,452
-15% -$335K 0.03% 580
2023
Q2 		$2.27M Sell
23,252
-32,658
-58% -$3.21M 0.04% 505
2023
Q1 		$5.55M Sell
55,910
-6,365
-10% -$622K 0.11% 232
2022
Q4 		$6.04M Sell
62,275
-31,727
-34% -$3.08M 0.12% 209
2022
Q3 		$9.03M Sell
94,002
-171,120
-65% -$17.1M 0.2% 120
2022
Q2 		$26.9M Buy
265,122
+213,938
+418% +$22.1M 0.56% 27
2022
Q1 		$5.37M Buy
+51,184
New +$5.39M 0.09% 258
2020
Q2 		– Sell
-11,800
Closed -$1.18M – 743
2020
Q1 		$1.18M Sell
11,800
-7,655
-39% -$770K 0.09% 207
2019
Q4 		$1.96M Buy
19,455
+1,357
+7% +$136K 0.05% 318
2019
Q3 		$1.81M Buy
18,098
+1,802
+11% +$181K 0.06% 255
2019
Q2 		$1.63M Buy
16,296
+3,104
+24% +$311K 0.06% 268
2019
Q1 		$1.31M Sell
13,192
-529
-4% -$52.3K 0.06% 285
2018
Q4 		$1.34M Sell
13,721
-933
-6% -$91.6K 0.06% 245
2018
Q3 		$1.45M Buy
14,654
+7,750
+112% +$767K 0.06% 302
2018
Q2 		$688K Sell
6,904
-530
-7% -$52.8K 0.03% 473
2018
Q1 		$744K Sell
7,434
-716
-9% -$71.4K 0.04% 412
2017
Q4 		$814K Sell
8,150
-368
-4% -$36.9K 0.04% 374
2017
Q3 		$855K Buy
8,518
+237
+3% +$23.8K 0.05% 346
2017
Q2 		$831K Buy
8,281
+326
+4% +$32.9K 0.05% 328
2017
Q1 		$807K Buy
+7,955
New +$804K 0.05% 302

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

Atria Investments's STIP Position: Q2 2026 in Review

Atria Investments increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 107% in Q2 2026, buying an estimated $1.31M and bringing the position to 24,509 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #656.

Atria Investments first reported a position in STIP in Q1 2017 and has held it in 31 quarters since. The position peaked at $26.9M in Q2 2022. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Atria Investments held 24,509 shares of iShares 0-5 Year TIPS Bond ETF worth $2.5M as of Q2 2026.
  • Atria Investments bought 12,685 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.31M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #656 holding.
  • Atria Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 31 quarters since.
  • Atria Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $26.9M in Q2 2022.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.