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EverSource Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

EverSource Wealth 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 		$396K Buy
3,873
+3,534
+1,042% +$364K 0.01% 667
2026
Q1 		$35K Buy
339
+26
+8% +$2.68K ﹤0.01% 2153
2025
Q4 		$32.1K Sell
313
-131
-30% -$13.5K ﹤0.01% 2054
2025
Q3 		$45.9K Buy
444
+8
+2% +$825 ﹤0.01% 1772
2025
Q2 		$44.9K Buy
436
+123
+39% +$12.6K ﹤0.01% 1694
2025
Q1 		$32.4K Sell
313
-1,544
-83% -$157K ﹤0.01% 1442
2024
Q4 		$187K Sell
1,857
-194
-9% -$19.6K 0.01% 679
2024
Q3 		$208K Buy
2,051
+1,110
+118% +$111K 0.01% 544
2024
Q2 		$94K Sell
941
-13
-1% -$1.29K 0.01% 823
2024
Q1 		$94.6K Sell
954
-80
-8% -$7.91K 0.01% 729
2023
Q4 		$102K Sell
1,034
-260
-20% -$25.3K 0.01% 633
2023
Q3 		$125K Sell
1,294
-324
-20% -$31.5K 0.01% 499
2023
Q2 		$158K Buy
1,618
+843
+109% +$82.9K 0.02% 451
2023
Q1 		$76.9K Sell
775
-51
-6% -$4.99K 0.01% 635
2022
Q4 		$80.1K Sell
826
-346
-30% -$33.6K 0.01% 582
2022
Q3 		$113K Sell
1,172
-65
-5% -$6.51K 0.03% 400
2022
Q2 		$125K Buy
1,237
+488
+65% +$50.4K 0.03% 327
2022
Q1 		$79K Buy
+749
New +$78.9K 0.02% 385

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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

EverSource Wealth Advisors's STIP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1,042% in Q2 2026, buying an estimated $364K and bringing the position to 3,873 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #667.

EverSource Wealth Advisors first reported a position in STIP in Q1 2022 and has held it in 18 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • EverSource Wealth Advisors held 3,873 shares of iShares 0-5 Year TIPS Bond ETF worth $396K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,534 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $364K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #667 holding.
  • EverSource Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.