Lido Advisors
STIP icon

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

Lido 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 		$342K Buy
3,343
+28
+0.8% +$2.89K ﹤0.01% 1693
2026
Q1 		$343K Buy
3,315
+243
+8% +$25K ﹤0.01% 1497
2025
Q4 		$317K Hold
3,072
– – ﹤0.01% 1537
2025
Q3 		$318K Sell
3,072
-83
-3% -$8.56K ﹤0.01% 1457
2025
Q2 		$325K Buy
3,155
+710
+29% +$72.8K ﹤0.01% 1303
2025
Q1 		$253K Sell
2,445
-230
-9% -$23.4K ﹤0.01% 1280
2024
Q4 		$269K Sell
2,675
-551
-17% -$55.5K ﹤0.01% 1268
2024
Q3 		$327K Sell
3,226
-66
-2% -$6.61K ﹤0.01% 1123
2024
Q2 		$328K Sell
3,292
-935
-22% -$92.8K ﹤0.01% 1076
2024
Q1 		$420K Buy
4,227
+584
+16% +$57.7K ﹤0.01% 952
2023
Q4 		$359K Sell
3,643
-1,032
-22% -$101K ﹤0.01% 965
2023
Q3 		$453K Sell
4,675
-2,659
-36% -$258K ﹤0.01% 773
2023
Q2 		$716K Buy
7,334
+2,504
+52% +$246K 0.01% 626
2023
Q1 		$479K Buy
+4,830
New +$472K ﹤0.01% 685
2022
Q4 		– Sell
-2,672
Closed -$256K – 1081
2022
Q3 		$256K Sell
2,672
-17,001
-86% -$1.7M ﹤0.01% 817
2022
Q2 		$2M Sell
19,673
-32,646
-62% -$3.37M 0.03% 235
2022
Q1 		$5.49M Sell
52,319
-4,846
-8% -$510K 0.06% 141
2021
Q4 		$6.05M Sell
57,165
-1,515
-3% -$161K 0.07% 143
2021
Q3 		$6.2M Sell
58,680
-1,155
-2% -$123K 0.09% 132
2021
Q2 		$6.36M Sell
59,835
-4,062
-6% -$431K 0.09% 127
2021
Q1 		$6.75M Buy
63,897
+1,031
+2% +$108K 0.12% 112
2020
Q4 		$6.57M Buy
+62,866
New +$6.52M 0.14% 96

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

Lido Advisors's STIP Position: Q2 2026 in Review

Lido Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.84% in Q2 2026, buying an estimated $2.89K and bringing the position to 3,343 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Lido Advisors first reported a position in STIP in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.75M in Q1 2021. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Lido Advisors held 3,343 shares of iShares 0-5 Year TIPS Bond ETF worth $342K as of Q2 2026.
  • Lido Advisors bought 28 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.89K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1693 holding.
  • Lido Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Lido Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $6.75M in Q1 2021.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.