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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
Q2 		$886K Sell
8,673
-56
-0.6% -$5.78K 0.35% 70
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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

Latitude Advisors's STIP Position: Q2 2026 in Review

Latitude Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.64% in Q2 2026, selling an estimated $5.78K and leaving 8,673 shares worth $886K. The position accounts for 0.35% of the portfolio, ranked #70.

Latitude Advisors first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2023. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Latitude Advisors held 8,673 shares of iShares 0-5 Year TIPS Bond ETF worth $886K as of Q2 2026.
  • Latitude Advisors sold 56 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.78K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.35% of Latitude Advisors's portfolio in Q2 2026, its #70 holding.
  • Latitude Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Latitude Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.27M in Q3 2023.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.