Insigneo Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Insigneo Advisory Services’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	$422K	Sell	4,083 -2,239	-35%	-$231K	0.03%	412
2025 Q4	$647K	Sell	6,322 -524	-8%	-$53.9K	0.05%	300
2025 Q3	$708K	Sell	6,846 -30	-0.4%	-$3.09K	0.05%	274
2025 Q2	$708K	Buy	6,876 +422	+7%	+$43.3K	0.06%	249
2025 Q1	$668K	Buy	6,454 +2,230	+53%	+$227K	0.07%	232
2024 Q4	$425K	Sell	4,224 -26	-0.6%	-$2.62K	0.04%	331
2024 Q3	$431K	Sell	4,250 -630	-13%	-$63.1K	0.04%	347
2024 Q2	$488K	Buy	+4,880	New	+$484K	0.06%	302

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insigneo Advisory Services's STIP Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 35% in Q1 2026, selling an estimated $231K and leaving 4,083 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #412.

Insigneo Advisory Services first reported a position in STIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $708K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Insigneo Advisory Services held 4,083 shares of iShares 0-5 Year TIPS Bond ETF worth $422K as of Q1 2026.
Insigneo Advisory Services sold 2,239 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $231K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #412 holding.
Insigneo Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $708K in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.