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

Integrated Advisors Network’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
Q3 		$1M Buy
10,043
+193
+2% +$19.4K 0.05% 319
2026
Q2 		$1.01M Buy
9,850
+5,010
+104% +$517K 0.05% 320
2026
Q1 		$501K Sell
4,840
-22,611
-82% -$2.33M 0.03% 459
2025
Q4 		$2.81M Sell
27,451
-1,075
-4% -$111K 0.12% 179
2025
Q3 		$2.95M Buy
28,526
+21,347
+297% +$2.2M 0.12% 189
2025
Q2 		$739K Buy
7,179
+876
+14% +$89.9K 0.03% 418
2025
Q1 		$652K Buy
6,303
+262
+4% +$26.7K 0.03% 407
2024
Q4 		$608K Sell
6,041
-130
-2% -$13.1K 0.03% 407
2024
Q3 		$625K Hold
6,171
– – 0.03% 417
2024
Q2 		$614K Hold
6,171
– – 0.03% 395
2024
Q1 		$614K Sell
6,171
-1
-0% -$99 0.03% 409
2023
Q4 		$608K Sell
6,172
-3,303
-35% -$322K 0.03% 379
2023
Q3 		$918K Sell
9,475
-360
-4% -$35K 0.06% 293
2023
Q2 		$960K Sell
9,835
-1,080
-10% -$106K 0.06% 299
2023
Q1 		$1.08M Sell
10,915
-81
-0.7% -$7.92K 0.07% 274
2022
Q4 		$1.07M Buy
10,996
+355
+3% +$34.5K 0.07% 278
2022
Q3 		$1.02M Sell
10,641
-70
-0.7% -$7.01K 0.07% 265
2022
Q2 		$1.09M Buy
10,711
+5,771
+117% +$596K 0.07% 262
2022
Q1 		$518K Buy
+4,940
New +$520K 0.03% 432
2020
Q3 		– Sell
-2,350
Closed -$241K – 488
2020
Q2 		$241K Sell
2,350
-3,336
-59% -$338K 0.03% 383
2020
Q1 		$568K Buy
5,686
+126
+2% +$12.7K 0.11% 175
2019
Q4 		$560K Buy
+5,560
New +$558K 0.08% 230

Other funds holding STIP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
M. Kulyk & Associates
M. Kulyk & Associates Decatur, Georgia $599M AUM 17.11% 1-Year Est. Return

Integrated Advisors Network's STIP Position: Q3 2026 in Review

Integrated Advisors Network increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2% in Q3 2026, buying an estimated $19.4K and bringing the position to 10,043 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #319.

Integrated Advisors Network first reported a position in STIP in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.95M in Q3 2025. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Integrated Advisors Network held 10,043 shares of iShares 0-5 Year TIPS Bond ETF worth $1M as of Q3 2026.
  • Integrated Advisors Network bought 193 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $19.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Integrated Advisors Network's portfolio in Q3 2026, its #319 holding.
  • Integrated Advisors Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Integrated Advisors Network's iShares 0-5 Year TIPS Bond ETF position peaked at $2.95M in Q3 2025.
  • 587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.