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 Q2	$242K	Sell	2,364 -19	-0.8%	-$1.96K	﹤0.01%	920
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 $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

Great Valley Advisor Group's STIP Position: Q2 2026 in Review

Great Valley Advisor Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.8% in Q2 2026, selling an estimated $1.96K and leaving 2,364 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Great Valley Advisor Group first reported a position in STIP in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Great Valley Advisor Group held 2,364 shares of iShares 0-5 Year TIPS Bond ETF worth $242K as of Q2 2026.
Great Valley Advisor Group sold 19 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.96K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #920 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 8 quarters since.
Great Valley Advisor Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.46M in Q3 2023.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.