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

Atria Wealth Solutions’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
2025 Q2	$3.46M	Sell	33,666 -20,730	-38%	-$2.13M	0.08%	279
2025 Q1	$5.63M	Buy	54,396 +8,564	+19%	+$873K	0.07%	304
2024 Q4	$4.61M	Sell	45,832 -4,508	-9%	-$454K	0.05%	375
2024 Q3	$5.1M	Buy	50,340 +3,658	+8%	+$366K	0.06%	344
2024 Q2	$4.64M	Sell	46,682 -6,528	-12%	-$648K	0.05%	357
2024 Q1	$5.29M	Sell	53,210 -3,910	-7%	-$386K	0.06%	323
2023 Q4	$5.63M	Sell	57,120 -10,005	-15%	-$975K	0.07%	281
2023 Q3	$6.51M	Sell	67,125 -11,430	-15%	-$1.11M	0.09%	230
2023 Q2	$7.67M	Sell	78,555 -5,080	-6%	-$500K	0.1%	189
2023 Q1	$8.3M	Sell	83,635 -4,268	-5%	-$417K	0.12%	167
2022 Q4	$8.52M	Sell	87,903 -114,222	-57%	-$11.1M	0.14%	163
2022 Q3	$19.4M	Buy	202,125 +94,812	+88%	+$9.5M	0.34%	61
2022 Q2	$10.9M	Buy	107,313 +39,681	+59%	+$4.1M	0.2%	111
2022 Q1	$7.1M	Buy	+67,632	New	+$7.12M	0.12%	185

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's STIP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 38% in Q2 2025, selling an estimated $2.13M and leaving 33,666 shares worth $3.46M. The position accounts for 0.08% of the portfolio, ranked #279.

Atria Wealth Solutions first reported a position in STIP in Q1 2022 and has held it in 14 quarters since. The position peaked at $19.4M in Q3 2022. 756 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Atria Wealth Solutions held 33,666 shares of iShares 0-5 Year TIPS Bond ETF worth $3.46M as of Q2 2025.
Atria Wealth Solutions sold 20,730 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $2.13M.
iShares 0-5 Year TIPS Bond ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #279 holding.
Atria Wealth Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $19.4M in Q3 2022.
756 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.