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 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 $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

Gladstone Institutional Advisory's STIP Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.4% in Q1 2026, selling an estimated $6.9K and leaving 2,769 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #681.

Gladstone Institutional Advisory first reported a position in STIP in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.25M in Q3 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Gladstone Institutional Advisory held 2,769 shares of iShares 0-5 Year TIPS Bond ETF worth $286K as of Q1 2026.
Gladstone Institutional Advisory sold 67 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $6.9K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #681 holding.
Gladstone Institutional Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 11 quarters since.
Gladstone Institutional Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $2.25M in Q3 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.