Continuum Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Continuum Advisory’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	$202K	Sell	1,953 -55	-3%	-$5.66K	0.02%	442
2025 Q4	$206K	Sell	2,008 -283	-12%	-$29.1K	0.02%	440
2025 Q3	$237K	Sell	2,291 -2,566	-53%	-$265K	0.03%	397
2025 Q2	$500K	Buy	4,857 +138	+3%	+$14.2K	0.06%	261
2025 Q1	$488K	Sell	4,719 -1,283	-21%	-$131K	0.06%	234
2024 Q4	$604K	Buy	6,002 +7	+0.1%	+$706	0.08%	217
2024 Q3	$603K	Buy	5,995 +1,120	+23%	+$112K	0.08%	220
2024 Q2	$485K	Sell	4,875 -44	-0.9%	-$4.37K	0.07%	229
2024 Q1	$488K	Sell	4,919 -5,048	-51%	-$499K	0.07%	229
2023 Q4	$983K	Sell	9,967 -2,636	-21%	-$257K	0.14%	176
2023 Q3	$1.22M	Sell	12,603 -1,064	-8%	-$103K	0.2%	141
2023 Q2	$1.33M	Sell	13,667 -15	-0.1%	-$1.48K	0.21%	133
2023 Q1	$1.36M	Sell	13,682 -726	-5%	-$71K	0.23%	120
2022 Q4	$1.4M	Sell	14,408 -18,933	-57%	-$1.84M	0.25%	120
2022 Q3	$3.2M	Sell	33,341 -1,449	-4%	-$145K	0.57%	35
2022 Q2	$3.53M	Buy	34,790 +363	+1%	+$37.5K	0.64%	30
2022 Q1	$3.59M	Buy	34,427 +279	+0.8%	+$29.4K	0.68%	28
2021 Q4	$3.62M	Buy	34,148 +26,029	+321%	+$2.76M	0.81%	30
2021 Q3	$858K	Buy	8,119 +2,089	+35%	+$222K	0.23%	104
2021 Q2	$641K	Sell	6,030 -233	-4%	-$24.7K	0.2%	114
2021 Q1	$663K	Sell	6,263 -22,025	-78%	-$2.32M	0.28%	84
2020 Q4	$2.95M	Buy	28,288 +447	+2%	+$46.4K	1.34%	18
2020 Q3	$2.88M	Sell	27,841 -2,304	-8%	-$238K	1.58%	16
2020 Q2	$3.08M	Sell	30,145 -1,624	-5%	-$165K	1.94%	11
2020 Q1	$3.17M	Sell	31,769 -1,298	-4%	-$130K	2.14%	13
2019 Q4	$3.33M	Sell	33,067 -3,751	-10%	-$376K	1.94%	12
2019 Q3	$3.68M	Sell	36,818 -297	-0.8%	-$29.8K	2.47%	9
2019 Q2	$3.71M	Buy	37,115 +11,242	+43%	+$1.12M	2.55%	9
2019 Q1	$2.58M	Buy	25,873 +3,352	+15%	+$331K	1.93%	12
2018 Q4	$2.21M	Buy	22,521 +1,201	+6%	+$118K	1.62%	15
2018 Q3	$2.1M	Buy	21,320 +4,408	+26%	+$436K	1.4%	19
2018 Q2	$1.69M	Buy	+16,912	New	+$1.68M	1.24%	21

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

Continuum Advisory's STIP Position: Q1 2026 in Review

Continuum Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.7% in Q1 2026, selling an estimated $5.66K and leaving 1,953 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #442.

Continuum Advisory first reported a position in STIP in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.71M in Q2 2019. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Continuum Advisory held 1,953 shares of iShares 0-5 Year TIPS Bond ETF worth $202K as of Q1 2026.
Continuum Advisory sold 55 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $5.66K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #442 holding.
Continuum Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 32 quarters since.
Continuum Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $3.71M in Q2 2019.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.