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

Hillcrest Wealth 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
Q1 		$5.7M Buy
55,070
+1,350
+3% +$139K 2.31% 12
2025
Q4 		$5.5M Buy
53,720
+12,670
+31% +$1.3M 2.37% 13
2025
Q3 		$4.24M Sell
41,050
-6,275
-13% -$647K 1.91% 16
2025
Q2 		$4.87M Buy
47,325
+100
+0.2% +$10.3K 2.29% 14
2025
Q1 		$4.89M Sell
47,225
-8,800
-16% -$897K 2.42% 14
2024
Q4 		$5.64M Sell
56,025
-50
-0.1% -$5.04K 2.68% 12
2024
Q3 		$5.68M Sell
56,075
-6,220
-10% -$623K 2.84% 11
2024
Q2 		$6.2M Sell
62,295
-3,400
-5% -$337K 3.34% 9
2024
Q1 		$6.53M Buy
65,695
+775
+1% +$76.6K 3.54% 9
2023
Q4 		$6.4M Sell
64,920
-8,265
-11% -$805K 3.53% 9
2023
Q3 		$7.09M Buy
73,185
+6,900
+10% +$670K 4.04% 9
2023
Q2 		$6.47M Buy
66,285
+7,150
+12% +$703K 3.82% 8
2023
Q1 		$5.87M Sell
59,135
-16,625
-22% -$1.63M 3.48% 8
2022
Q4 		$7.35M Buy
75,760
+10,790
+17% +$1.05M 4.39% 8
2022
Q3 		$6.24M Buy
64,970
+17,025
+36% +$1.71M 3.96% 8
2022
Q2 		$4.86M Buy
47,945
+3,100
+7% +$320K 2.95% 8
2022
Q1 		$4.55M Buy
44,845
+675
+2% +$71.1K 2.52% 10
2021
Q4 		$4.68M Buy
44,170
+5,575
+14% +$591K 2.52% 12
2021
Q3 		$4.08M Buy
38,595
+850
+2% +$90.2K 2.42% 13
2021
Q2 		$4.01M Buy
37,745
+75
+0.2% +$7.96K 2.43% 13
2021
Q1 		$3.98M Buy
37,670
+625
+2% +$65.7K 2.43% 15
2020
Q4 		$3.87M Buy
37,045
+150
+0.4% +$15.6K 2.59% 16
2020
Q3 		$3.84M Buy
36,895
+100
+0.3% +$10.3K 2.73% 12
2020
Q2 		$3.77M Hold
36,795
– – 3.26% 10
2020
Q1 		$3.68M Sell
36,795
-1,000
-3% -$101K 3.67% 9
2019
Q4 		$3.81M Sell
37,795
-1,700
-4% -$171K 3.17% 11
2019
Q3 		$3.96M Sell
39,495
-1,898
-5% -$190K 3.4% 12
2019
Q2 		$4.16M Sell
41,393
-1,007
-2% -$101K 3.51% 11
2019
Q1 		$4.23M Sell
42,400
-7,580
-15% -$749K 3.71% 10
2018
Q4 		$4.9M Buy
+49,980
New +$4.91M 4.55% 6

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hillcrest Wealth Advisors's STIP Position: Q1 2026 in Review

Hillcrest Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.5% in Q1 2026, buying an estimated $139K and bringing the position to 55,070 shares worth $5.7M. The position accounts for 2.31% of the portfolio, ranked #12.

Hillcrest Wealth Advisors first reported a position in STIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.35M in Q4 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Hillcrest Wealth Advisors held 55,070 shares of iShares 0-5 Year TIPS Bond ETF worth $5.7M as of Q1 2026.
  • Hillcrest Wealth Advisors bought 1,350 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $139K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.31% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Hillcrest Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Hillcrest Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $7.35M in Q4 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.