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

Concurrent 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	$17.2M	Buy	167,928 +106,255	+172%	+$11M	0.15%	148
2026 Q1	$6.38M	Buy	61,673 +58,879	+2,107%	+$6.06M	0.07%	301
2025 Q4	$286K	Sell	2,794 -1,367	-33%	-$141K	﹤0.01%	1427
2025 Q3	$430K	Buy	4,161 +1,717	+70%	+$177K	0.01%	979
2025 Q2	$252K	Buy	+2,444	New	+$251K	﹤0.01%	1151
2024 Q3	–	Sell	-2,262	Closed	-$225K	–	1139
2024 Q2	$225K	Buy	+2,262	New	+$224K	0.01%	833

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

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

Concurrent Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 172% in Q2 2026, buying an estimated $11M and bringing the position to 167,928 shares worth $17.2M. The position accounts for 0.15% of the portfolio, ranked #148.

Concurrent Investment Advisors first reported a position in STIP in Q2 2024 and has held it in 6 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Concurrent Investment Advisors held 167,928 shares of iShares 0-5 Year TIPS Bond ETF worth $17.2M as of Q2 2026.
Concurrent Investment Advisors bought 106,255 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $11M.
iShares 0-5 Year TIPS Bond ETF made up 0.15% of Concurrent Investment Advisors's portfolio in Q2 2026, its #148 holding.
Concurrent Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 6 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.