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

HighTower 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	$25.4M	Sell	248,228 -10,665	-4%	-$1.1M	0.02%	569
2026 Q1	$26.8M	Buy	258,893 +3,708	+1%	+$382K	0.03%	527
2025 Q4	$26.1M	Buy	255,185 +668	+0.3%	+$68.8K	0.03%	523
2025 Q3	$26.3M	Buy	254,517 +12,210	+5%	+$1.26M	0.03%	520
2025 Q2	$24.9M	Buy	242,307 +39,035	+19%	+$4M	0.03%	506
2025 Q1	$21M	Buy	203,272 +6,692	+3%	+$682K	0.03%	525
2024 Q4	$19.8M	Sell	196,580 -44,217	-18%	-$4.46M	0.03%	527
2024 Q3	$24.4M	Buy	240,797 +29,579	+14%	+$2.96M	0.03%	463
2024 Q2	$21M	Buy	211,218 +13,503	+7%	+$1.34M	0.03%	480
2024 Q1	$19.6M	Sell	197,715 -72,429	-27%	-$7.16M	0.03%	480
2023 Q4	$26.6M	Sell	270,144 -65,372	-19%	-$6.37M	0.04%	395
2023 Q3	$32.5M	Sell	335,516 -184,666	-36%	-$17.9M	0.06%	307
2023 Q2	$50.8M	Sell	520,182 -220,591	-30%	-$21.7M	0.1%	208
2023 Q1	$73.4M	Buy	740,773 +67,252	+10%	+$6.57M	0.16%	151
2022 Q4	$65.3M	Buy	673,521 +53,396	+9%	+$5.19M	0.15%	152
2022 Q3	$59.6M	Buy	620,125 +104,621	+20%	+$10.5M	0.16%	145
2022 Q2	$52.3M	Buy	515,504 +59,363	+13%	+$6.13M	0.14%	162
2022 Q1	$47.9M	Buy	456,141 +18,350	+4%	+$1.93M	0.11%	201
2021 Q4	$46.4M	Buy	437,791 +103,910	+31%	+$11M	0.1%	204
2021 Q3	$35.3M	Buy	333,881 +46,758	+16%	+$4.96M	0.09%	218
2021 Q2	$30.5M	Buy	287,123 +39,007	+16%	+$4.14M	0.09%	234
2021 Q1	$26.2M	Buy	248,116 +12,383	+5%	+$1.3M	0.08%	255
2020 Q4	$24.6M	Buy	235,733 +15,379	+7%	+$1.59M	0.1%	207
2020 Q3	$22.9M	Buy	220,354 +50,040	+29%	+$5.18M	0.11%	192
2020 Q2	$17.4M	Buy	170,314 +110,239	+184%	+$11.2M	0.1%	216
2020 Q1	$5.98M	Buy	60,075 +2,196	+4%	+$221K	0.04%	396
2019 Q4	$5.85M	Buy	57,879 +1,671	+3%	+$168K	0.03%	491
2019 Q3	$5.65M	Buy	56,208 +4,168	+8%	+$418K	0.03%	506
2019 Q2	$5.24M	Buy	52,040 +49,630	+2,059%	+$4.97M	0.03%	526
2019 Q1	$240K	Sell	2,410 -557	-19%	-$55.1K	﹤0.01%	1849
2018 Q4	$290K	Sell	2,967 -75	-2%	-$7.36K	﹤0.01%	1626
2018 Q3	$299K	Sell	3,042 -405	-12%	-$40.1K	﹤0.01%	1725
2018 Q2	$343K	Sell	3,447 -259	-7%	-$25.8K	﹤0.01%	1621
2018 Q1	$370K	Sell	3,706 -19	-0.5%	-$1.9K	﹤0.01%	1576
2017 Q4	$374K	Sell	3,725 -5,688	-60%	-$570K	﹤0.01%	1588
2017 Q3	$951K	Buy	9,413 +2,737	+41%	+$275K	0.01%	1115
2017 Q2	$672K	Buy	+6,676	New	+$674K	0.01%	1237

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

HighTower Advisors's STIP Position: Q2 2026 in Review

HighTower Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.1% in Q2 2026, selling an estimated $1.1M and leaving 248,228 shares worth $25.4M. The position accounts for 0.02% of the portfolio, ranked #569.

HighTower Advisors first reported a position in STIP in Q2 2017 and has held it in 37 quarters since. The position peaked at $73.4M in Q1 2023. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

HighTower Advisors held 248,228 shares of iShares 0-5 Year TIPS Bond ETF worth $25.4M as of Q2 2026.
HighTower Advisors sold 10,665 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.1M.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #569 holding.
HighTower Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and has held it in 37 quarters since.
HighTower Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $73.4M in Q1 2023.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.