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 Q2	$9.3M	Buy	91,045 +7,510	+9%	+$775K	5.31%	5
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 $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

Elevate Wealth Advisory's STIP Position: Q2 2026 in Review

Elevate Wealth Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9% in Q2 2026, buying an estimated $775K and bringing the position to 91,045 shares worth $9.3M. The position accounts for 5.31% of the portfolio, ranked #5.

Elevate Wealth Advisory first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Elevate Wealth Advisory held 91,045 shares of iShares 0-5 Year TIPS Bond ETF worth $9.3M as of Q2 2026.
Elevate Wealth Advisory bought 7,510 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $775K.
iShares 0-5 Year TIPS Bond ETF made up 5.31% of Elevate Wealth Advisory's portfolio in Q2 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 11 quarters since.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.