AWE
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Avidian Wealth Enterprises’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-2,397
Closed -$245K – 696
2025
Q4 		$245K Sell
2,397
-1,986
-45% -$204K 0.01% 510
2025
Q3 		$453K Sell
4,383
-63
-1% -$6.5K 0.02% 391
2025
Q2 		$458K Buy
4,446
+1,124
+34% +$115K 0.02% 353
2025
Q1 		$344K Buy
3,322
+23
+0.7% +$2.34K 0.02% 379
2024
Q4 		$332K Buy
+3,299
New +$333K 0.01% 380
2024
Q1 		– Sell
-6,326
Closed -$624K – 463
2023
Q4 		$624K Sell
6,326
-1,715
-21% -$167K 0.04% 225
2023
Q3 		$779K Sell
8,041
-566
-7% -$55K 0.05% 193
2023
Q2 		$840K Sell
8,607
-835
-9% -$82.1K 0.06% 204
2023
Q1 		$937K Sell
9,442
-200,376
-95% -$19.6M 0.05% 208
2022
Q4 		$20.3M Sell
209,818
-7,011
-3% -$681K 1.32% 17
2022
Q3 		$20.8M Buy
216,829
+195,442
+914% +$19.6M 1.51% 15
2022
Q2 		$2.17M Buy
21,387
+18,091
+549% +$1.87M 0.15% 101
2022
Q1 		$346K Buy
3,296
+1,083
+49% +$114K 0.02% 363
2021
Q4 		$234K Buy
+2,213
New +$234K 0.01% 456
2020
Q4 		– Sell
-34,308
Closed -$3.57M – 342
2020
Q3 		$3.57M Sell
34,308
-19,594
-36% -$2.03M 0.4% 48
2020
Q2 		$5.52M Sell
53,902
-7,400
-12% -$751K 0.74% 31
2020
Q1 		$6.12M Sell
61,302
-3,942
-6% -$396K 0.98% 24
2019
Q4 		$6.57M Sell
65,244
-1,650
-2% -$166K 0.93% 19
2019
Q3 		$6.7M Buy
66,894
+11,589
+21% +$1.16M 1.1% 20
2019
Q2 		$5.56M Sell
55,305
-556
-1% -$55.6K 1.32% 17
2019
Q1 		$5.57M Buy
+55,861
New +$5.52M 1.24% 18

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

Avidian Wealth Enterprises's STIP Position: Q1 2026 in Review

Avidian Wealth Enterprises sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 2,397 shares — an estimated $245K sold.

Avidian Wealth Enterprises first reported a position in STIP in Q1 2019 and held it in 21 quarters. The position peaked at $20.8M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Avidian Wealth Enterprises reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,397 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $245K.
  • Avidian Wealth Enterprises first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and held it in 21 quarters.
  • Avidian Wealth Enterprises's iShares 0-5 Year TIPS Bond ETF position peaked at $20.8M in Q3 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.