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

Lloyd 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	$18.9K	Buy	+185	New	+$19.1K	0.01%	326
2026 Q1	–	Sell	-11	Closed	-$1.15K	–	1023
2025 Q4	$1.15K	Buy	+11	New	+$1.13K	﹤0.01%	476
2022 Q2	–	Sell	-12,484	Closed	-$1.31M	–	487
2022 Q1	$1.31M	Buy	+12,484	New	+$1.31M	0.61%	30

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

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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 22.9% 1-Year Est. Return

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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Lloyd Advisory Services's STIP Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 185 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in STIP as recently as Q4 2025.

Lloyd Advisory Services first reported a position in STIP in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.31M in Q1 2022. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Lloyd Advisory Services held 185 shares of iShares 0-5 Year TIPS Bond ETF worth $18.9K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Lloyd Advisory Services position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #326 holding.
Lloyd Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 3 quarters since.
Lloyd Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $1.31M in Q1 2022.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.