D.A. Davidson & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

D.A. Davidson & Co’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 Q3	$205K	Buy	2,059 +27	+1%	+$2.72K	﹤0.01%	1534
2026 Q2	$208K	Sell	2,032 -600	-23%	-$61.9K	﹤0.01%	1526
2026 Q1	$272K	Sell	2,632 -7	-0.3%	-$721	﹤0.01%	1389
2025 Q4	$270K	Buy	+2,639	New	+$272K	﹤0.01%	1350
2018 Q4	–	Sell	-2,875	Closed	-$284K	–	1160
2018 Q3	$284K	Buy	+2,875	New	+$285K	0.01%	935
2017 Q1	–	Sell	-50	Closed	-$5K	–	2483
2016 Q4	$5K	Hold	50	–	–	﹤0.01%	2263
2016 Q3	$5K	Hold	50	–	–	﹤0.01%	2198
2016 Q2	$5K	Hold	50	–	–	﹤0.01%	2129
2016 Q1	$5K	Hold	50	–	–	﹤0.01%	2043
2015 Q4	$4K	Hold	50	–	–	﹤0.01%	2060
2015 Q3	$4K	Buy	+50	New	+$4.97K	﹤0.01%	2039

Other funds holding STIP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

D.A. Davidson & Co's STIP Position: Q3 2026 in Review

D.A. Davidson & Co increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q3 2026, buying an estimated $2.72K and bringing the position to 2,059 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

D.A. Davidson & Co first reported a position in STIP in Q3 2015 and has held it in 11 quarters since. The position peaked at $284K in Q3 2018. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

D.A. Davidson & Co held 2,059 shares of iShares 0-5 Year TIPS Bond ETF worth $205K as of Q3 2026.
D.A. Davidson & Co bought 27 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $2.72K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #1534 holding.
D.A. Davidson & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2015 and has held it in 11 quarters since.
D.A. Davidson & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $284K in Q3 2018.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.