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

Diversify Advisory Services’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	$485K	Buy	+4,793	New	+$494K	0.01%	876
2026 Q1	–	Sell	-2,122	Closed	-$217K	–	781
2025 Q4	$217K	Sell	2,122 -2,661	-56%	-$274K	0.01%	845
2025 Q3	$492K	Sell	4,783 -1,713	-26%	-$177K	0.02%	568
2025 Q2	$669K	Buy	6,496 +830	+15%	+$85.1K	0.03%	437
2025 Q1	$586K	Sell	5,666 -702	-11%	-$71.5K	0.04%	326
2024 Q4	$641K	Buy	6,368 +1,605	+34%	+$162K	0.04%	310
2024 Q3	$481K	Sell	4,763 -5,201	-52%	-$521K	0.03%	385
2024 Q2	$990K	Sell	9,964 -167,229	-94%	-$16.6M	0.05%	247
2024 Q1	$17.6M	Buy	+177,193	New	+$17.5M	1.03%	21

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Diversify Advisory Services's STIP Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 4,793 shares worth $485K. The stake represents 0.01% of the portfolio and ranks #876 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in STIP as recently as Q4 2025.

Diversify Advisory Services first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.6M in Q1 2024. 617 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Diversify Advisory Services held 4,793 shares of iShares 0-5 Year TIPS Bond ETF worth $485K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #876 holding.
Diversify Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $17.6M in Q1 2024.
617 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.