LaSalle St. Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LaSalle St. Investment 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	$794K	Buy	7,771 +63	+0.8%	+$6.5K	0.1%	166
2026 Q1	$797K	Sell	7,708 -172	-2%	-$17.7K	0.11%	145
2025 Q4	$806K	Sell	7,880 -403	-5%	-$41.5K	0.13%	131
2025 Q3	$856K	Sell	8,283 -839	-9%	-$86.5K	0.15%	110
2025 Q2	$938K	Buy	9,122 +217	+2%	+$22.3K	0.26%	83
2025 Q1	$921K	Sell	8,905 -133	-1%	-$13.6K	0.22%	84
2024 Q4	$909K	Buy	9,038 +1,241	+16%	+$125K	0.28%	68
2024 Q3	$790K	Buy	+7,797	New	+$781K	0.31%	59
2023 Q3	–	Sell	-7,123	Closed	-$695K	–	137
2023 Q2	$695K	Sell	7,123 -1,450	-17%	-$143K	0.31%	43
2023 Q1	$850K	Buy	+8,573	New	+$838K	0.38%	44

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

LaSalle St. Investment Advisors's STIP Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.82% in Q2 2026, buying an estimated $6.5K and bringing the position to 7,771 shares worth $794K. The position accounts for 0.1% of the portfolio, ranked #166.

LaSalle St. Investment Advisors first reported a position in STIP in Q1 2023 and has held it in 10 quarters since. The position peaked at $938K in Q2 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

LaSalle St. Investment Advisors held 7,771 shares of iShares 0-5 Year TIPS Bond ETF worth $794K as of Q2 2026.
LaSalle St. Investment Advisors bought 63 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.1% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #166 holding.
LaSalle St. Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 10 quarters since.
LaSalle St. Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $938K in Q2 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.