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Laurel Wealth Advisors (North Carolina)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$430K Buy
4,205
+400
+11% +$41.3K 0.04% 151
2026
Q1 		$394K Buy
3,805
+800
+27% +$82.4K 0.04% 157
2025
Q4 		$308K Buy
+3,005
New +$309K 0.04% 162
2025
Q2 		– Sell
-800
Closed -$82.8K – 603
2025
Q1 		$82.8K Hold
800
– – 0.01% 257
2024
Q4 		$80.5K Hold
800
– – 0.01% 258
2024
Q3 		$81.1K Hold
800
– – 0.01% 262
2024
Q2 		$79.6K Hold
800
– – 0.01% 252
2024
Q1 		$79.5K Buy
800
+100
+14% +$9.88K 0.01% 254
2023
Q4 		$69K Hold
700
– – 0.01% 254
2023
Q3 		$67.8K Hold
700
– – 0.01% 254
2023
Q2 		$68.3K Hold
700
– – 0.01% 261
2023
Q1 		$69.5K Hold
700
– – 0.01% 258
2022
Q4 		$67.9K Sell
700
-300
-30% -$29.1K 0.02% 237
2022
Q3 		$96K Sell
1,000
-1,603
-62% -$161K 0.02% 203
2022
Q2 		$264K Sell
2,603
-4,952
-66% -$511K 0.06% 139
2022
Q1 		$793K Buy
7,555
+300
+4% +$31.6K 0.17% 104
2021
Q4 		$768K Buy
7,255
+250
+4% +$26.5K 0.16% 107
2021
Q3 		$740K Buy
7,005
+5
+0.1% +$530 0.16% 105
2021
Q2 		$744K Sell
7,000
-20
-0.3% -$2.12K 0.16% 104
2021
Q1 		$742K Buy
7,020
+488
+7% +$51.3K 0.18% 101
2020
Q4 		$682K Buy
6,532
+1,165
+22% +$121K 0.18% 100
2020
Q3 		$558K Buy
5,367
+958
+22% +$99.1K 0.17% 95
2020
Q2 		$451K Buy
4,409
+162
+4% +$16.4K 0.15% 103
2020
Q1 		$424K Hold
4,247
– – 0.16% 100
2019
Q4 		$428K Buy
4,247
+1,850
+77% +$186K 0.13% 115
2019
Q3 		$240K Buy
2,397
+2,050
+591% +$205K 0.08% 130
2019
Q2 		$35K Sell
347
-80
-19% -$8.01K 0.01% 269
2019
Q1 		$43K Sell
427
-525
-55% -$51.9K 0.02% 236
2018
Q4 		$93K Buy
+952
New +$93.5K 0.04% 167

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

Laurel Wealth Advisors (North Carolina)'s STIP Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, buying an estimated $41.3K and bringing the position to 4,205 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #151.

Laurel Wealth Advisors (North Carolina) first reported a position in STIP in Q4 2018 and has held it in 29 quarters since. The position peaked at $793K in Q1 2022. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 4,205 shares of iShares 0-5 Year TIPS Bond ETF worth $430K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 400 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $41.3K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #151 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s iShares 0-5 Year TIPS Bond ETF position peaked at $793K in Q1 2022.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.