IAA
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Independent Advisor Alliance’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Independent Advisor Alliance’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 		$1.06M Buy
+10,208
New +$1.05M 0.01% 808
2025
Q1 		– Sell
-4,677
Closed -$471K – 1306
2024
Q4 		$471K Buy
+4,677
New +$471K 0.01% 981

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

Independent Advisor Alliance's STIP Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 10,208 shares worth $1.06M. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in STIP as recently as Q4 2024.

Independent Advisor Alliance first reported a position in STIP in Q4 2024 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Independent Advisor Alliance held 10,208 shares of iShares 0-5 Year TIPS Bond ETF worth $1.06M as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #808 holding.
  • Independent Advisor Alliance first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.