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Foundations Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Foundations Investment 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 		$9.25M Buy
90,552
+78,304
+639% +$8.08M 0.1% 179
2026
Q1 		$1.27M Buy
12,248
+3,441
+39% +$354K 0.02% 464
2025
Q4 		$902K Sell
8,807
-51,408
-85% -$5.29M 0.01% 538
2025
Q3 		$6.22M Sell
60,215
-621
-1% -$64K 0.09% 173
2025
Q2 		$6.26M Buy
60,836
+45,736
+303% +$4.69M 0.1% 174
2025
Q1 		$1.56M Buy
15,100
+5,026
+50% +$512K 0.03% 327
2024
Q4 		$1.01M Buy
+10,074
New +$1.02M 0.02% 395
2024
Q3 		– Sell
-2,052
Closed -$204K – 859
2024
Q2 		$204K Sell
2,052
-661
-24% -$65.6K 0.01% 720
2024
Q1 		$270K Buy
+2,713
New +$268K 0.01% 604
2023
Q1 		– Sell
-4,062
Closed -$394K – 535
2022
Q4 		$394K Buy
4,062
+280
+7% +$27.2K 0.02% 317
2022
Q3 		$363K Buy
+3,782
New +$379K 0.02% 297

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

Foundations Investment Advisors's STIP Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 639% in Q2 2026, buying an estimated $8.08M and bringing the position to 90,552 shares worth $9.25M. The position accounts for 0.1% of the portfolio, ranked #179.

Foundations Investment Advisors first reported a position in STIP in Q3 2022 and has held it in 11 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Foundations Investment Advisors held 90,552 shares of iShares 0-5 Year TIPS Bond ETF worth $9.25M as of Q2 2026.
  • Foundations Investment Advisors bought 78,304 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $8.08M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Foundations Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • Foundations Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 11 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.