Eagle Bay Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Eagle Bay 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	$762K	Buy	7,456 +121	+2%	+$12.5K	0.57%	40
2026 Q1	$759K	Buy	7,335 +1,162	+19%	+$120K	0.67%	33
2025 Q4	$632K	Buy	+6,173	New	+$635K	0.46%	42
2025 Q2	–	Sell	-2,200	Closed	-$228K	–	118
2025 Q1	$228K	Sell	2,200 -400	-15%	-$40.8K	0.19%	98
2024 Q4	$262K	Sell	2,600 -1,400	-35%	-$141K	0.16%	94
2024 Q3	$405K	Hold	4,000	–	–	0.16%	104
2024 Q2	$398K	Hold	4,000	–	–	0.24%	67
2024 Q1	$398K	Hold	4,000	–	–	0.25%	70
2023 Q4	$394K	Hold	4,000	–	–	0.25%	72
2023 Q3	$388K	Hold	4,000	–	–	0.18%	81
2023 Q2	$390K	Sell	4,000 -3,607	-47%	-$355K	0.22%	70
2023 Q1	$755K	Buy	7,607 +3,807	+100%	+$372K	0.41%	42
2022 Q4	$368K	Buy	+3,800	New	+$369K	0.21%	80

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

Eagle Bay Advisors's STIP Position: Q2 2026 in Review

Eagle Bay Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.6% in Q2 2026, buying an estimated $12.5K and bringing the position to 7,456 shares worth $762K. The position accounts for 0.57% of the portfolio, ranked #40.

Eagle Bay Advisors first reported a position in STIP in Q4 2022 and has held it in 13 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Eagle Bay Advisors held 7,456 shares of iShares 0-5 Year TIPS Bond ETF worth $762K as of Q2 2026.
Eagle Bay Advisors bought 121 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $12.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.57% of Eagle Bay Advisors's portfolio in Q2 2026, its #40 holding.
Eagle Bay Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 13 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.