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

Highland Investment Advisors LLC’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 		$112K Buy
+1,092
New +$113K 0.05% 106

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LPL Financial
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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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Highland Investment Advisors LLC's STIP Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 1,092 shares worth $112K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings.

729 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Highland Investment Advisors LLC held 1,092 shares of iShares 0-5 Year TIPS Bond ETF worth $112K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #106 holding.
  • 729 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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