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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Foundations Investment Advisors's STIP Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 39% in Q1 2026, buying an estimated $354K and bringing the position to 12,248 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #464.

Foundations Investment Advisors first reported a position in STIP in Q3 2022 and has held it in 10 quarters since. The position peaked at $6.26M in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Foundations Investment Advisors held 12,248 shares of iShares 0-5 Year TIPS Bond ETF worth $1.27M as of Q1 2026.
Foundations Investment Advisors bought 3,441 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $354K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #464 holding.
Foundations Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 10 quarters since.
Foundations Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $6.26M in Q2 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.