First Command Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First Command Advisory Services’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	$161K	Sell	1,578 -566	-26%	-$58.4K	﹤0.01%	223
2026 Q1	$222K	Buy	2,144 +56	+3%	+$5.77K	﹤0.01%	182
2025 Q4	$214K	Sell	2,088 -640	-23%	-$65.9K	﹤0.01%	175
2025 Q3	$282K	Buy	2,728 +406	+17%	+$41.9K	﹤0.01%	158
2025 Q2	$239K	Sell	2,322 -1,189	-34%	-$122K	﹤0.01%	159
2025 Q1	$363K	Sell	3,511 -2,602	-43%	-$265K	﹤0.01%	137
2024 Q4	$615K	Sell	6,113 -3,009	-33%	-$303K	0.01%	108
2024 Q3	$924K	Sell	9,122 -10,319	-53%	-$1.03M	0.01%	80
2024 Q2	$1.93M	Sell	19,441 -222,017	-92%	-$22M	0.02%	40
2024 Q1	$24M	Sell	241,458 -270,096	-53%	-$26.7M	0.25%	18
2023 Q4	$50.4M	Buy	511,554 +1,731	+0.3%	+$169K	0.59%	12
2023 Q3	$49.4M	Buy	+509,823	New	+$49.5M	0.65%	12
2023 Q1	–	Sell	-132	Closed	–	–	242
2022 Q4	$0	Buy	+132	New	+$12.8K	﹤0.01%	202

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

First Command Advisory Services's STIP Position: Q2 2026 in Review

First Command Advisory Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 26% in Q2 2026, selling an estimated $58.4K and leaving 1,578 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

First Command Advisory Services first reported a position in STIP in Q4 2022 and has held it in 13 quarters since. The position peaked at $50.4M in Q4 2023. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

First Command Advisory Services held 1,578 shares of iShares 0-5 Year TIPS Bond ETF worth $161K as of Q2 2026.
First Command Advisory Services sold 566 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $58.4K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #223 holding.
First Command Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 13 quarters since.
First Command Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $50.4M in Q4 2023.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.