Gladstone Institutional Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Gladstone Institutional 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	$249K	Sell	2,439 -330	-12%	-$34K	0.01%	797
2026 Q1	$286K	Sell	2,769 -67	-2%	-$6.9K	0.01%	681
2025 Q4	$290K	Sell	2,836 -259	-8%	-$26.7K	0.01%	643
2025 Q3	$320K	Buy	3,095 +68	+2%	+$7.01K	0.01%	626
2025 Q2	$312K	Sell	3,027 -1,598	-35%	-$164K	0.01%	601
2025 Q1	$479K	Sell	4,625 -8,317	-64%	-$847K	0.02%	478
2024 Q4	$1.3M	Sell	12,942 -9,242	-42%	-$932K	0.06%	292
2024 Q3	$2.25M	Buy	+22,184	New	+$2.22M	0.11%	207
2023 Q1	–	Sell	-4,043	Closed	-$392K	–	707
2022 Q4	$392K	Buy	4,043 +1,400	+53%	+$136K	0.03%	446
2022 Q3	$254K	Sell	2,643 -3,115	-54%	-$312K	0.02%	536
2022 Q2	$584K	Buy	5,758 +2,870	+99%	+$296K	0.05%	379
2022 Q1	$303K	Buy	+2,888	New	+$304K	0.02%	547

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

Gladstone Institutional Advisory's STIP Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, selling an estimated $34K and leaving 2,439 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #797.

Gladstone Institutional Advisory first reported a position in STIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.25M in Q3 2024. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Gladstone Institutional Advisory held 2,439 shares of iShares 0-5 Year TIPS Bond ETF worth $249K as of Q2 2026.
Gladstone Institutional Advisory sold 330 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $34K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #797 holding.
Gladstone Institutional Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 12 quarters since.
Gladstone Institutional Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $2.25M in Q3 2024.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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