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 Q2	$205K	Buy	2,010 +57	+3%	+$5.88K	0.02%	461
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 $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 22.96% 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

Continuum Advisory's STIP Position: Q2 2026 in Review

Continuum Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.9% in Q2 2026, buying an estimated $5.88K and bringing the position to 2,010 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #461.

Continuum Advisory first reported a position in STIP in Q2 2018 and has held it in 33 quarters since. The position peaked at $3.71M in Q2 2019. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Continuum Advisory held 2,010 shares of iShares 0-5 Year TIPS Bond ETF worth $205K as of Q2 2026.
Continuum Advisory bought 57 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.88K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #461 holding.
Continuum Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 33 quarters since.
Continuum Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $3.71M in Q2 2019.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.