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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bell Investment Advisors's STIP Position: Q1 2026 in Review

Bell Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.9% in Q1 2026, selling an estimated $302K and leaving 30,097 shares worth $3.11M. The position accounts for 0.49% of the portfolio, ranked #34.

Bell Investment Advisors first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.49M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Bell Investment Advisors held 30,097 shares of iShares 0-5 Year TIPS Bond ETF worth $3.11M as of Q1 2026.
Bell Investment Advisors sold 2,929 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $302K.
iShares 0-5 Year TIPS Bond ETF made up 0.49% of Bell Investment Advisors's portfolio in Q1 2026, its #34 holding.
Bell Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Bell Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $3.49M in Q1 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.