Guardian Wealth Advisors (North Carolina)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-85	Closed	-$8.79K	–	568
2026 Q1	$8.79K	Buy	+85	New	+$8.75K	﹤0.01%	548
2025 Q3	–	Sell	-144	Closed	-$14.8K	–	523
2025 Q2	$14.8K	Buy	144 +49	+52%	+$5.03K	﹤0.01%	462
2025 Q1	$9.83K	Buy	95 +72	+313%	+$7.34K	﹤0.01%	464
2024 Q4	$2.31K	Buy	+23	New	+$2.32K	﹤0.01%	484

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 22.9% 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

Guardian Wealth Advisors (North Carolina)'s STIP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 85 shares — an estimated $8.79K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in STIP in Q4 2024 and held it in 4 quarters. The position peaked at $14.8K in Q2 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 85 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $8.79K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares 0-5 Year TIPS Bond ETF position peaked at $14.8K in Q2 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.