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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
Q2 		$63.1M Sell
617,519
-22,724
-4% -$2.34M 0.29% 76
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 $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Beacon Pointe Advisors's STIP Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q2 2026, selling an estimated $2.34M and leaving 617,519 shares worth $63.1M. The position accounts for 0.29% of the portfolio, ranked #76.

Beacon Pointe Advisors first reported a position in STIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $66.2M in Q1 2026. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Beacon Pointe Advisors held 617,519 shares of iShares 0-5 Year TIPS Bond ETF worth $63.1M as of Q2 2026.
  • Beacon Pointe Advisors sold 22,724 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.34M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.29% of Beacon Pointe Advisors's portfolio in Q2 2026, its #76 holding.
  • Beacon Pointe Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $66.2M in Q1 2026.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.