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 Q2	$704K	Buy	6,892 +2,809	+69%	+$290K	0.03%	393
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 $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Insigneo Advisory Services's STIP Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 69% in Q2 2026, buying an estimated $290K and bringing the position to 6,892 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #393.

Insigneo Advisory Services first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $708K in Q3 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Insigneo Advisory Services held 6,892 shares of iShares 0-5 Year TIPS Bond ETF worth $704K as of Q2 2026.
Insigneo Advisory Services bought 2,809 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $290K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #393 holding.
Insigneo Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $708K in Q3 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.