Level Four Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Level Four Advisory Services’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	$1.18M	Buy	11,408 +800	+8%	+$82.4K	0.04%	394
2025 Q4	$1.09M	Buy	10,608 +1,669	+19%	+$172K	0.04%	393
2025 Q3	$924K	Buy	8,939 +4,647	+108%	+$479K	0.03%	427
2025 Q2	$442K	Buy	4,292 +1,124	+35%	+$115K	0.02%	553
2025 Q1	$328K	Buy	3,168 +199	+7%	+$20.3K	0.01%	606
2024 Q4	$299K	Sell	2,969 -123	-4%	-$12.4K	0.01%	625
2024 Q3	$311K	Buy	+3,092	New	+$310K	0.01%	623

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

Level Four Advisory Services's STIP Position: Q1 2026 in Review

Level Four Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.5% in Q1 2026, buying an estimated $82.4K and bringing the position to 11,408 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #394.

Level Four Advisory Services first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Level Four Advisory Services held 11,408 shares of iShares 0-5 Year TIPS Bond ETF worth $1.18M as of Q1 2026.
Level Four Advisory Services bought 800 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $82.4K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #394 holding.
Level Four Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.