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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Continuum Wealth Advisors's STIP Position: Q1 2026 in Review

Continuum Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2,742% in Q1 2026, buying an estimated $13.7M and bringing the position to 137,889 shares worth $14.3M. The position accounts for 5.92% of the portfolio, ranked #6.

Continuum Wealth Advisors first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Continuum Wealth Advisors held 137,889 shares of iShares 0-5 Year TIPS Bond ETF worth $14.3M as of Q1 2026.
  • Continuum Wealth Advisors bought 133,038 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $13.7M.
  • iShares 0-5 Year TIPS Bond ETF made up 5.92% of Continuum Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Continuum Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Continuum Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.