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 Q2	$1.31M	Buy	12,809 +1,401	+12%	+$145K	0.04%	389
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 $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Level Four Advisory Services's STIP Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, buying an estimated $145K and bringing the position to 12,809 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #389.

Level Four Advisory Services first reported a position in STIP in Q3 2024 and has held it in 8 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Level Four Advisory Services held 12,809 shares of iShares 0-5 Year TIPS Bond ETF worth $1.31M as of Q2 2026.
Level Four Advisory Services bought 1,401 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $145K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Level Four Advisory Services's portfolio in Q2 2026, its #389 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 8 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.