Cetera Investment Advisers
STIP icon

Cetera Investment Advisers’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cetera Investment Advisers’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 		$147M Buy
1,437,435
+983,807
+217% +$101M 0.13% 135
2026
Q1 		$46.9M Buy
453,628
+7,356
+2% +$757K 0.05% 387
2025
Q4 		$45.7M Sell
446,272
-223,389
-33% -$23M 0.05% 374
2025
Q3 		$69.2M Buy
669,661
+80,636
+14% +$8.32M 0.08% 235
2025
Q2 		$60.6M Buy
589,025
+198,439
+51% +$20.4M 0.1% 191
2025
Q1 		$40.4M Buy
390,586
+18,702
+5% +$1.91M 0.08% 259
2024
Q4 		$37.4M Buy
371,884
+624
+0.2% +$62.9K 0.08% 254
2024
Q3 		$37.6M Buy
371,260
+16,449
+5% +$1.65M 0.08% 241
2024
Q2 		$35.3M Sell
354,811
-19,955
-5% -$1.98M 0.08% 236
2024
Q1 		$37.3M Buy
374,766
+204,788
+120% +$20.2M 0.09% 225
2023
Q4 		$16.8M Buy
169,978
+37,594
+28% +$3.66M 0.14% 142
2023
Q3 		$12.8M Buy
132,384
+30,602
+30% +$2.97M 0.11% 169
2023
Q2 		$9.93M Sell
101,782
-44,228
-30% -$4.35M 0.08% 224
2023
Q1 		$14.5M Sell
146,010
-50,911
-26% -$4.98M 0.13% 145
2022
Q4 		$19.1M Buy
196,921
+62,817
+47% +$6.1M 0.18% 111
2022
Q3 		$12.9M Buy
134,104
+38,815
+41% +$3.89M 0.26% 86
2022
Q2 		$9.66M Buy
95,289
+13,678
+17% +$1.41M 0.15% 136
2022
Q1 		$8.56M Buy
81,611
+19,035
+30% +$2M 0.12% 172
2021
Q4 		$6.63M Sell
62,576
-569
-0.9% -$60.3K 0.09% 228
2021
Q3 		$6.67M Buy
63,145
+48,076
+319% +$5.1M 0.11% 208
2021
Q2 		$1.6M Buy
15,069
+2,060
+16% +$219K 0.03% 596
2021
Q1 		$1.38M Buy
+13,009
New +$1.37M 0.03% 539

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

Cetera Investment Advisers's STIP Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 217% in Q2 2026, buying an estimated $101M and bringing the position to 1,437,435 shares worth $147M. The position accounts for 0.13% of the portfolio, ranked #135.

Cetera Investment Advisers first reported a position in STIP in Q1 2021 and has held it in 22 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Cetera Investment Advisers held 1,437,435 shares of iShares 0-5 Year TIPS Bond ETF worth $147M as of Q2 2026.
  • Cetera Investment Advisers bought 983,807 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $101M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of Cetera Investment Advisers's portfolio in Q2 2026, its #135 holding.
  • Cetera Investment Advisers first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.