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Beacon Pointe Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beacon Pointe Advisors’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 		$66.2M Buy
640,243
+83,572
+15% +$8.6M 0.35% 65
2025
Q4 		$57M Buy
556,671
+365,234
+191% +$37.6M 0.4% 57
2025
Q3 		$19.8M Buy
191,437
+95,532
+100% +$9.85M 0.17% 132
2025
Q2 		$9.87M Sell
95,905
-18,829
-16% -$1.93M 0.1% 178
2025
Q1 		$11.9M Sell
114,734
-9,874
-8% -$1.01M 0.13% 156
2024
Q4 		$12.5M Sell
124,608
-8,103
-6% -$817K 0.14% 141
2024
Q3 		$13.4M Sell
132,711
-2,224
-2% -$223K 0.16% 135
2024
Q2 		$13.4M Sell
134,935
-6,727
-5% -$667K 0.16% 137
2024
Q1 		$14.1M Buy
141,662
+4,641
+3% +$459K 0.16% 142
2023
Q4 		$13.5M Buy
137,021
+16,428
+14% +$1.6M 0.16% 139
2023
Q3 		$11.7M Buy
120,593
+13,988
+13% +$1.36M 0.15% 147
2023
Q2 		$10.4M Sell
106,605
-6,140
-5% -$604K 0.17% 120
2023
Q1 		$11.2M Buy
112,745
+7,265
+7% +$710K 0.19% 116
2022
Q4 		$10.2M Sell
105,480
-16,638
-14% -$1.62M 0.2% 114
2022
Q3 		$11.7M Buy
122,118
+7,432
+6% +$744K 0.26% 92
2022
Q2 		$11.6M Sell
114,686
-1,007
-0.9% -$104K 0.25% 97
2022
Q1 		$12.1M Sell
115,693
-37,621
-25% -$3.96M 0.17% 133
2021
Q4 		$16.2M Buy
153,314
+196
+0.1% +$20.8K 0.42% 54
2021
Q3 		$16.2M Buy
153,118
+27,449
+22% +$2.91M 0.4% 65
2021
Q2 		$13.4M Buy
125,669
+41,745
+50% +$4.43M 0.47% 50
2021
Q1 		$8.87M Buy
83,924
+57,947
+223% +$6.1M 0.55% 43
2020
Q4 		$2.71M Buy
25,977
+5,917
+29% +$614K 0.19% 107
2020
Q3 		$2.09M Buy
20,060
+3,941
+24% +$408K 0.2% 96
2020
Q2 		$1.65M Sell
16,119
-4,163
-21% -$422K 0.16% 118
2020
Q1 		$2.03M Buy
+20,282
New +$2.04M 0.32% 65
2019
Q4 		– Sell
-3,191
Closed -$320K – 223
2019
Q3 		$320K Sell
3,191
-11,040
-78% -$1.11M 0.14% 131
2019
Q2 		$1.43M Buy
14,231
+11,856
+499% +$1.19M 0.52% 52
2019
Q1 		$237K Buy
2,375
+20
+0.8% +$1.98K 0.09% 163
2018
Q4 		$231K Buy
+2,355
New +$231K 0.14% 143

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

Beacon Pointe Advisors's STIP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q1 2026, buying an estimated $8.6M and bringing the position to 640,243 shares worth $66.2M. The position accounts for 0.35% of the portfolio, ranked #65.

Beacon Pointe Advisors first reported a position in STIP in Q4 2018 and has held it in 29 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Beacon Pointe Advisors held 640,243 shares of iShares 0-5 Year TIPS Bond ETF worth $66.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 83,572 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $8.6M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.35% of Beacon Pointe Advisors's portfolio in Q1 2026, its #65 holding.
  • Beacon Pointe Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.