Elevate Wealth Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Elevate Wealth Advisory’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	$8.64M	Buy	83,535 +5,078	+6%	+$523K	5.45%	5
2025 Q4	$8.03M	Buy	78,457 +8,047	+11%	+$828K	5.49%	5
2025 Q3	$7.28M	Sell	70,410 -1,865	-3%	-$192K	5.29%	5
2025 Q2	$7.44M	Sell	72,275 -7,057	-9%	-$724K	5.29%	5
2025 Q1	$8.21M	Buy	79,332 +3,129	+4%	+$319K	5.81%	5
2024 Q4	$7.56M	Buy	76,203 +774	+1%	+$78K	5.67%	5
2024 Q3	$7.64M	Buy	75,429 +2,479	+3%	+$248K	5.67%	5
2024 Q2	$7.26M	Buy	72,950 +9,222	+14%	+$915K	5.89%	5
2024 Q1	$6.34M	Buy	63,728 +6,093	+11%	+$602K	5.52%	5
2023 Q4	$5.68M	Buy	+57,635	New	+$5.62M	5.21%	5

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elevate Wealth Advisory's STIP Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.5% in Q1 2026, buying an estimated $523K and bringing the position to 83,535 shares worth $8.64M. The position accounts for 5.45% of the portfolio, ranked #5.

Elevate Wealth Advisory first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Elevate Wealth Advisory held 83,535 shares of iShares 0-5 Year TIPS Bond ETF worth $8.64M as of Q1 2026.
Elevate Wealth Advisory bought 5,078 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $523K.
iShares 0-5 Year TIPS Bond ETF made up 5.45% of Elevate Wealth Advisory's portfolio in Q1 2026, its #5 holding.
Elevate Wealth Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.