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

IFP 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 		$6.85M Buy
67,008
+5,209
+8% +$537K 0.12% 190
2026
Q1 		$6.39M Buy
61,799
+12,839
+26% +$1.32M 0.13% 175
2025
Q4 		$5.01M Buy
48,960
+2,513
+5% +$259K 0.11% 200
2025
Q3 		$4.8M Sell
46,447
-226
-0.5% -$23.3K 0.12% 183
2025
Q2 		$4.8M Buy
46,673
+16,857
+57% +$1.73M 0.14% 166
2025
Q1 		$3.09M Buy
29,816
+22,428
+304% +$2.29M 0.1% 241
2024
Q4 		$743K Buy
7,388
+4,715
+176% +$475K 0.02% 607
2024
Q3 		$271K Buy
2,673
+1,822
+214% +$182K 0.01% 941
2024
Q2 		$84.7K Sell
851
-22,406
-96% -$2.22M ﹤0.01% 1435
2024
Q1 		$2.31M Sell
23,257
-628
-3% -$62.1K 0.1% 224
2023
Q4 		$2.35M Buy
23,885
+22,817
+2,136% +$2.22M 0.11% 202
2023
Q3 		$103K Sell
1,068
-678
-39% -$65.9K ﹤0.01% 1238
2023
Q2 		$170K Sell
1,746
-961
-36% -$94.5K 0.01% 1099
2023
Q1 		$271K Sell
2,707
-106,443
-98% -$10.4M 0.01% 820
2022
Q4 		$11M Sell
109,150
-15,437
-12% -$1.5M 0.29% 68
2022
Q3 		$12.6M Buy
124,587
+31,820
+34% +$3.19M 0.33% 51
2022
Q2 		$9.38M Hold
92,767
– – 0.3% 71
2022
Q1 		$9.38M Buy
92,767
+90,829
+4,687% +$9.56M 0.3% 71
2021
Q4 		$206K Buy
1,938
+378
+24% +$40.1K ﹤0.01% 935
2021
Q3 		$166K Sell
1,560
-17,314
-92% -$1.84M ﹤0.01% 1059
2021
Q2 		$2.01M Buy
18,874
+16,837
+827% +$1.79M 0.04% 239
2021
Q1 		$216K Sell
2,037
-17,843
-90% -$1.88M ﹤0.01% 797
2020
Q4 		$2.08M Buy
19,880
+16,897
+566% +$1.75M 0.08% 205
2020
Q3 		$310K Sell
2,983
-846
-22% -$87.5K 0.02% 563
2020
Q2 		$389K Sell
3,829
-3,161
-45% -$321K 0.03% 469
2020
Q1 		$701K Sell
6,990
-611
-8% -$61.4K 0.07% 279
2019
Q4 		$765K Sell
7,601
-1,101
-13% -$110K 0.06% 336
2019
Q3 		$874K Buy
+8,702
New +$872K 0.06% 335
2019
Q1 		$197K Sell
1,989
-13,804
-87% -$1.36M 0.03% 479
2018
Q4 		$1.55M Buy
15,793
+9,157
+138% +$899K 0.09% 235
2018
Q3 		$656K Buy
6,636
+1,694
+34% +$168K 0.03% 573
2018
Q2 		$493K Buy
4,942
+1,920
+64% +$191K 0.02% 665
2018
Q1 		$302K Hold
3,022
– – 0.01% 819
2017
Q4 		$302K Sell
3,022
-238
-7% -$23.9K 0.01% 820
2017
Q3 		$327K Buy
3,260
+342
+12% +$34.4K 0.01% 884
2017
Q2 		$293K Buy
2,918
+2,060
+240% +$208K 0.01% 918
2017
Q1 		$87K Sell
858
-646
-43% -$65.3K ﹤0.01% 1574
2016
Q4 		$151K Buy
1,504
+361
+32% +$36.4K 0.01% 1199
2016
Q3 		$116K Sell
1,143
-660
-37% -$66.6K 0.01% 1287
2016
Q2 		$183K Sell
1,803
-186
-9% -$18.7K 0.01% 1015
2016
Q1 		$197K Buy
1,989
+909
+84% +$90.4K 0.03% 479
2015
Q4 		$107K Buy
+1,080
New +$107K 0.01% 1142

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
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
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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

IFP Advisors's STIP Position: Q2 2026 in Review

IFP Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.4% in Q2 2026, buying an estimated $537K and bringing the position to 67,008 shares worth $6.85M. The position accounts for 0.12% of the portfolio, ranked #190.

IFP Advisors first reported a position in STIP in Q4 2015 and has held it in 42 quarters since. The position peaked at $12.6M in Q3 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • IFP Advisors held 67,008 shares of iShares 0-5 Year TIPS Bond ETF worth $6.85M as of Q2 2026.
  • IFP Advisors bought 5,209 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $537K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.12% of IFP Advisors's portfolio in Q2 2026, its #190 holding.
  • IFP Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $12.6M in Q3 2022.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.