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 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 $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

Guardian Wealth Advisors (North Carolina)'s STIP Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 85 shares worth $8.79K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in STIP as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in STIP in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.8K in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 85 shares of iShares 0-5 Year TIPS Bond ETF worth $8.79K as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #548 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 4 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares 0-5 Year TIPS Bond ETF position peaked at $14.8K in Q2 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.