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 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 $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

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

Concurrent Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2,107% in Q1 2026, buying an estimated $6.06M and bringing the position to 61,673 shares worth $6.38M. The position accounts for 0.07% of the portfolio, ranked #301.

Concurrent Investment Advisors first reported a position in STIP in Q2 2024 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Concurrent Investment Advisors held 61,673 shares of iShares 0-5 Year TIPS Bond ETF worth $6.38M as of Q1 2026.
Concurrent Investment Advisors bought 58,879 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $6.06M.
iShares 0-5 Year TIPS Bond ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q1 2026, its #301 holding.
Concurrent Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 5 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.