HFM Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

HFM Investment 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	$9.63K	Sell	95 -29	-23%	-$2.99K	﹤0.01%	118
2026 Q1	$12.9K	Buy	124 +14	+13%	+$1.44K	﹤0.01%	109
2025 Q4	$11.2K	Buy	110 +15	+16%	+$1.54K	﹤0.01%	118
2025 Q3	$9.79K	Sell	95 -2	-2%	-$206	﹤0.01%	84
2025 Q2	$10K	Buy	97 +16	+20%	+$1.64K	﹤0.01%	82
2025 Q1	$8.29K	Buy	+81	New	+$8.25K	﹤0.01%	85

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

HFM Investment Advisors's STIP Position: Q2 2026 in Review

HFM Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 23% in Q2 2026, selling an estimated $2.99K and leaving 95 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

HFM Investment Advisors first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.9K in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

HFM Investment Advisors held 95 shares of iShares 0-5 Year TIPS Bond ETF worth $9.63K as of Q2 2026.
HFM Investment Advisors sold 29 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.99K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #118 holding.
HFM Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $12.9K in Q1 2026.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.