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 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 $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

LaSalle St. Investment Advisors's STIP Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.2% in Q1 2026, selling an estimated $17.7K and leaving 7,708 shares worth $797K. The position accounts for 0.11% of the portfolio, ranked #145.

LaSalle St. Investment Advisors first reported a position in STIP in Q1 2023 and has held it in 9 quarters since. The position peaked at $938K in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

LaSalle St. Investment Advisors held 7,708 shares of iShares 0-5 Year TIPS Bond ETF worth $797K as of Q1 2026.
LaSalle St. Investment Advisors sold 172 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $17.7K.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #145 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 9 quarters since.
LaSalle St. Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $938K in Q2 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.