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

Avion Wealth’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
-3
Closed – – 1587
2025
Q4 		$0 Hold
3
– – ﹤0.01% 1572
2025
Q3 		$0 Buy
+3
New +$309 ﹤0.01% 1539
2023
Q4 		– Sell
-241
Closed -$23K – 1333
2023
Q3 		$23K Sell
241
-5
-2% -$486 0.01% 204
2023
Q2 		$24K Buy
246
+5
+2% +$492 0.01% 215
2023
Q1 		$23K Hold
241
– – 0.01% 203
2022
Q4 		$23K Hold
241
– – 0.01% 200
2022
Q3 		$23K Buy
241
+66
+38% +$6.61K 0.01% 202
2022
Q2 		$18K Buy
+175
New +$18.1K 0.01% 211

Other funds holding STIP

BlackRock
BlackRock New York $5.7T 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 $376B 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