Great Valley Advisor Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Great Valley Advisor Group’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	$246K	Buy	+2,383	New	+$245K	﹤0.01%	882
2024 Q3	–	Sell	-2,101	Closed	-$209K	–	848
2024 Q2	$209K	Buy	2,101 +1	+0%	+$99	0.01%	735
2024 Q1	$208K	Hold	2,100	–	–	0.01%	704
2023 Q4	$207K	Sell	2,100 -12,938	-86%	-$1.26M	0.01%	669
2023 Q3	$1.46M	Buy	15,038 +847	+6%	+$82.3K	0.06%	261
2023 Q2	$1.38M	Buy	14,191 +8,668	+157%	+$853K	0.06%	267
2023 Q1	$548K	Buy	+5,523	New	+$540K	0.03%	420

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

Great Valley Advisor Group's STIP Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 2,383 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in STIP as recently as Q2 2024.

Great Valley Advisor Group first reported a position in STIP in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.46M in Q3 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Great Valley Advisor Group held 2,383 shares of iShares 0-5 Year TIPS Bond ETF worth $246K as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new Great Valley Advisor Group position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #882 holding.
Great Valley Advisor Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 7 quarters since.
Great Valley Advisor Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.46M in Q3 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.