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

Latitude 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	$903K	Buy	8,729 +184	+2%	+$18.9K	0.41%	66
2025 Q4	$875K	Buy	8,545 +546	+7%	+$56.2K	0.39%	67
2025 Q3	$827K	Sell	7,999 -285	-3%	-$29.4K	0.38%	67
2025 Q2	$853K	Sell	8,284 -416	-5%	-$42.7K	0.43%	55
2025 Q1	$900K	Sell	8,700 -833	-9%	-$84.9K	0.52%	45
2024 Q4	$959K	Sell	9,533 -153	-2%	-$15.4K	0.54%	48
2024 Q3	$981K	Buy	9,686 +262	+3%	+$26.2K	0.56%	45
2024 Q2	$938K	Buy	9,424 +34	+0.4%	+$3.37K	0.57%	38
2024 Q1	$934K	Buy	9,390 +281	+3%	+$27.8K	0.58%	33
2023 Q4	$898K	Sell	9,109 -4,021	-31%	-$392K	0.63%	33
2023 Q3	$1.27M	Buy	13,130 +268	+2%	+$26K	0.91%	24
2023 Q2	$1.26M	Buy	12,862 +4,048	+46%	+$398K	0.87%	24
2023 Q1	$875K	Buy	8,814 +1,199	+16%	+$117K	0.63%	34
2022 Q4	$738K	Buy	+7,615	New	+$740K	0.55%	33

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

Latitude Advisors's STIP Position: Q1 2026 in Review

Latitude Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.2% in Q1 2026, buying an estimated $18.9K and bringing the position to 8,729 shares worth $903K. The position accounts for 0.41% of the portfolio, ranked #66.

Latitude Advisors first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q3 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Latitude Advisors held 8,729 shares of iShares 0-5 Year TIPS Bond ETF worth $903K as of Q1 2026.
Latitude Advisors bought 184 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $18.9K.
iShares 0-5 Year TIPS Bond ETF made up 0.41% of Latitude Advisors's portfolio in Q1 2026, its #66 holding.
Latitude Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Latitude Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.27M in Q3 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.