Elevation Capital Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Elevation Capital 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	$901K	Sell	8,815 -1,037	-11%	-$107K	0.35%	55
2026 Q1	$1.02M	Buy	+9,852	New	+$1.01M	0.43%	57
2025 Q2	–	Sell	-4,277	Closed	-$443K	–	77
2025 Q1	$443K	Buy	+4,277	New	+$436K	0.19%	49

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

Elevation Capital Advisory's STIP Position: Q2 2026 in Review

Elevation Capital Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, selling an estimated $107K and leaving 8,815 shares worth $901K. The position accounts for 0.35% of the portfolio, ranked #55.

Elevation Capital Advisory first reported a position in STIP in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Elevation Capital Advisory held 8,815 shares of iShares 0-5 Year TIPS Bond ETF worth $901K as of Q2 2026.
Elevation Capital Advisory sold 1,037 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $107K.
iShares 0-5 Year TIPS Bond ETF made up 0.35% of Elevation Capital Advisory's portfolio in Q2 2026, its #55 holding.
Elevation Capital Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 3 quarters since.
Elevation Capital Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $1.02M in Q1 2026.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.