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

Continuum Wealth 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 		$13M Sell
126,776
-11,113
-8% -$1.15M 4.37% 9
2026
Q1 		$14.3M Buy
137,889
+133,038
+2,742% +$13.7M 5.92% 6
2025
Q4 		$497K Sell
4,851
-218
-4% -$22.4K 0.19% 46
2025
Q3 		$524K Sell
5,069
-229
-4% -$23.6K 0.22% 38
2025
Q2 		$545K Sell
5,298
-2,839
-35% -$291K 0.26% 29
2025
Q1 		$842K Buy
8,137
+160
+2% +$16.3K 0.43% 25
2024
Q4 		$802K Sell
7,977
-25
-0.3% -$2.52K 0.41% 24
2024
Q3 		$811K Sell
8,002
-141
-2% -$14.1K 0.44% 24
2024
Q2 		$810K Sell
8,143
-37
-0.5% -$3.67K 0.43% 21
2024
Q1 		$813K Sell
8,180
-624
-7% -$61.7K 0.46% 22
2023
Q4 		$868K Sell
8,804
-224
-2% -$21.8K 0.56% 20
2023
Q3 		$875K Sell
9,028
-438
-5% -$42.6K 0.62% 22
2023
Q2 		$924K Sell
9,466
-330
-3% -$32.5K 0.65% 21
2023
Q1 		$972K Sell
9,796
-15,988
-62% -$1.56M 0.79% 15
2022
Q4 		$2.5M Buy
+25,784
New +$2.51M 2.48% 8

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 22.9% 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

Continuum Wealth Advisors's STIP Position: Q2 2026 in Review

Continuum Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.1% in Q2 2026, selling an estimated $1.15M and leaving 126,776 shares worth $13M. The position accounts for 4.37% of the portfolio, ranked #9.

Continuum Wealth Advisors first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.3M in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Continuum Wealth Advisors held 126,776 shares of iShares 0-5 Year TIPS Bond ETF worth $13M as of Q2 2026.
  • Continuum Wealth Advisors sold 11,113 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.15M.
  • iShares 0-5 Year TIPS Bond ETF made up 4.37% of Continuum Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Continuum Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Continuum Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $14.3M in Q1 2026.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.