Gradient Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Gradient Capital 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	$210K	Buy	+2,058	New	+$212K	0.05%	172
2023 Q2	–	Sell	-2,308	Closed	-$229K	–	141
2023 Q1	$229K	Sell	2,308 -376	-14%	-$36.8K	0.1%	129
2022 Q4	$260K	Sell	2,684 -4,410	-62%	-$428K	0.12%	117
2022 Q3	$682K	Sell	7,094 -572	-7%	-$57.3K	0.33%	69
2022 Q2	$778K	Sell	7,666 -1,256	-14%	-$130K	0.37%	60
2022 Q1	$936K	Buy	8,922 +1	+0%	+$105	0.4%	55
2021 Q4	$945K	Buy	8,921 +1,423	+19%	+$151K	0.39%	55
2021 Q3	$792K	Sell	7,498 -456	-6%	-$48.4K	0.36%	59
2021 Q2	$846K	Buy	7,954 +53	+0.7%	+$5.63K	0.4%	53
2021 Q1	$835K	Sell	7,901 -421	-5%	-$44.3K	0.44%	48
2020 Q4	$869K	Buy	8,322 +484	+6%	+$50.2K	0.5%	44
2020 Q3	$816K	Buy	7,838 +384	+5%	+$39.7K	0.51%	45
2020 Q2	$763K	Buy	7,454 +169	+2%	+$17.1K	0.52%	45
2020 Q1	$728K	Sell	7,285 -1,060	-13%	-$107K	0.59%	43
2019 Q4	$840K	Buy	8,345 +191	+2%	+$19.2K	0.58%	40
2019 Q3	$817K	Buy	8,154 +512	+7%	+$51.3K	0.61%	43
2019 Q2	$769K	Buy	7,642 +2,167	+40%	+$217K	0.59%	40
2019 Q1	$546K	Buy	5,475 +1,329	+32%	+$131K	0.44%	51
2018 Q4	$406K	Sell	4,146 -1,607	-28%	-$158K	0.35%	55
2018 Q3	$568K	Buy	5,753 +3,237	+129%	+$320K	0.48%	48
2018 Q2	$251K	Buy	+2,516	New	+$251K	0.23%	75

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

Gradient Capital Advisors's STIP Position: Q2 2026 in Review

Gradient Capital Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,058 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #172 among its holdings. This is a return to the name: Gradient Capital Advisors previously reported a position in STIP as recently as Q1 2023.

Gradient Capital Advisors first reported a position in STIP in Q2 2018 and has held it in 21 quarters since. The position peaked at $945K in Q4 2021. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Gradient Capital Advisors held 2,058 shares of iShares 0-5 Year TIPS Bond ETF worth $210K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Gradient Capital Advisors position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q2 2026, its #172 holding.
Gradient Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 21 quarters since.
Gradient Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $945K in Q4 2021.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.