Avantax Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Avantax Advisory Services’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	$3.59M	Buy	34,884 +13,506	+63%	+$1.39M	0.02%	558
2025 Q1	$2.21M	Buy	21,378 +4,624	+28%	+$471K	0.01%	693
2024 Q4	$1.69M	Sell	16,754 -1,146	-6%	-$116K	0.01%	797
2024 Q3	$1.81M	Buy	17,900 +77	+0.4%	+$7.71K	0.01%	752
2024 Q2	$1.77M	Sell	17,823 -5,164	-22%	-$512K	0.01%	706
2024 Q1	$2.29M	Sell	22,987 -13,779	-37%	-$1.36M	0.02%	506
2023 Q4	$3.62M	Sell	36,766 -8,424	-19%	-$821K	0.04%	344
2023 Q3	$4.38M	Sell	45,190 -22,739	-33%	-$2.21M	0.05%	286
2023 Q2	$6.63M	Buy	67,929 +5,075	+8%	+$499K	0.08%	200
2023 Q1	$6.24M	Buy	62,854 +19,657	+46%	+$1.92M	0.08%	204
2022 Q4	$4.19M	Sell	43,197 -8,375	-16%	-$814K	0.06%	260
2022 Q3	$4.96M	Sell	51,572 -8,762	-15%	-$877K	0.08%	199
2022 Q2	$6.12M	Sell	60,334 -7,113	-11%	-$734K	0.09%	165
2022 Q1	$7.08M	Buy	67,447 +47,867	+244%	+$5.04M	0.1%	151
2021 Q4	$2.07M	Sell	19,580 -36	-0.2%	-$3.81K	0.03%	363
2021 Q3	$2.07M	Buy	19,616 +1,517	+8%	+$161K	0.03%	326
2021 Q2	$1.93M	Sell	18,099 -25,060	-58%	-$2.66M	0.04%	331
2021 Q1	$4.56M	Buy	+43,159	New	+$4.54M	0.1%	161
2020 Q4	–	Sell	-6,908	Closed	-$720K	–	1315
2020 Q3	$720K	Buy	+6,908	New	+$715K	0.01%	657

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

Avantax Advisory Services's STIP Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 63% in Q2 2025, buying an estimated $1.39M and bringing the position to 34,884 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #558.

Avantax Advisory Services first reported a position in STIP in Q3 2020 and has held it in 19 quarters since. The position peaked at $7.08M in Q1 2022. 756 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

Avantax Advisory Services held 34,884 shares of iShares 0-5 Year TIPS Bond ETF worth $3.59M as of Q2 2025.
Avantax Advisory Services bought 13,506 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $1.39M.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #558 holding.
Avantax Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $7.08M in Q1 2022.
756 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.