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Bell Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bell Investment 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 		$1.95M Sell
19,061
-11,036
-37% -$1.14M 0.29% 43
2026
Q1 		$3.11M Sell
30,097
-2,929
-9% -$302K 0.49% 34
2025
Q4 		$3.38M Buy
33,026
+10,828
+49% +$1.11M 0.53% 33
2025
Q3 		$2.29M Buy
22,198
+767
+4% +$79.1K 0.37% 35
2025
Q2 		$2.21M Buy
21,431
+63
+0.3% +$6.46K 0.38% 36
2025
Q1 		$2.21M Buy
21,368
+743
+4% +$75.7K 0.41% 31
2024
Q4 		$2.07M Buy
20,625
+1,238
+6% +$125K 0.39% 34
2024
Q3 		$1.96M Sell
19,387
-361
-2% -$36.2K 0.36% 35
2024
Q2 		$1.96M Sell
19,748
-2,720
-12% -$270K 0.39% 34
2024
Q1 		$2.23M Sell
22,468
-2,020
-8% -$200K 0.44% 31
2023
Q4 		$2.41M Buy
24,488
+5,861
+31% +$571K 0.5% 29
2023
Q3 		$1.81M Sell
18,627
-16,806
-47% -$1.63M 0.4% 32
2023
Q2 		$3.46M Buy
35,433
+219
+0.6% +$21.5K 0.77% 27
2023
Q1 		$3.49M Sell
35,214
-799
-2% -$78.1K 0.82% 25
2022
Q4 		$3.49M Buy
+36,013
New +$3.5M 0.87% 23

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

Bell Investment Advisors's STIP Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 37% in Q2 2026, selling an estimated $1.14M and leaving 19,061 shares worth $1.95M. The position accounts for 0.29% of the portfolio, ranked #43.

Bell Investment Advisors first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.49M in Q1 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Bell Investment Advisors held 19,061 shares of iShares 0-5 Year TIPS Bond ETF worth $1.95M as of Q2 2026.
  • Bell Investment Advisors sold 11,036 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.14M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.29% of Bell Investment Advisors's portfolio in Q2 2026, its #43 holding.
  • Bell Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Bell Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.49M in Q1 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.