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

Clearstead 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 		$45.2K Hold
442
– – ﹤0.01% 1532
2026
Q1 		$45.7K Buy
442
+242
+121% +$24.9K ﹤0.01% 1299
2025
Q4 		$20.5K Hold
200
– – ﹤0.01% 1699
2025
Q3 		$20.7K Hold
200
– – ﹤0.01% 1632
2025
Q2 		$20.6K Sell
200
-4,850
-96% -$498K ﹤0.01% 1616
2025
Q1 		$523K Hold
5,050
– – 0.01% 567
2024
Q4 		$508K Hold
5,050
– – 0.01% 572
2024
Q3 		$512K Sell
5,050
-150
-3% -$15K 0.01% 562
2024
Q2 		$517K Hold
5,200
– – 0.01% 529
2024
Q1 		$515K Hold
5,200
– – 0.03% 309
2023
Q4 		$513K Sell
5,200
-2
-0% -$195 0.03% 307
2023
Q3 		$504K Hold
5,202
– – 0.03% 291
2023
Q2 		$508K Buy
5,202
+349
+7% +$34.3K 0.03% 289
2023
Q1 		$482K Sell
4,853
-1,740
-26% -$170K 0.04% 268
2022
Q4 		$639K Hold
6,593
– – 0.05% 218
2022
Q3 		$634K Hold
6,593
– – 0.06% 197
2022
Q2 		$669K Buy
6,593
+6,264
+1,904% +$647K 0.05% 213
2022
Q1 		$35K Sell
329
-1,505
-82% -$158K ﹤0.01% 751
2021
Q4 		$194K Sell
1,834
-197
-10% -$20.9K 0.01% 398
2021
Q3 		$215K Buy
2,031
+1,560
+331% +$166K 0.02% 356
2021
Q2 		$50K Buy
+471
New +$50K ﹤0.01% 557

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

Clearstead Advisors's STIP Position: Q2 2026 in Review

Clearstead Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 442 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Clearstead Advisors first reported a position in STIP in Q2 2021 and has held it in 21 quarters since. The position peaked at $669K in Q2 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Clearstead Advisors held 442 shares of iShares 0-5 Year TIPS Bond ETF worth $45.2K as of Q2 2026.
  • Clearstead Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1532 holding.
  • Clearstead Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $669K in Q2 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.