Mount Yale Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mount Yale Investment 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	$273K	Buy	+2,672	New	+$276K	0.01%	1013
2025 Q4	–	Sell	-5,546	Closed	-$573K	–	793
2025 Q3	$573K	Sell	5,546 -349	-6%	-$36K	0.04%	394
2025 Q2	$607K	Buy	+5,895	New	+$605K	0.05%	303

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 22.9% 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

Mount Yale Investment Advisors's STIP Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,672 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in STIP as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in STIP in Q2 2025 and has held it in 3 quarters since. The position peaked at $607K in Q2 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Mount Yale Investment Advisors held 2,672 shares of iShares 0-5 Year TIPS Bond ETF worth $273K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Mount Yale Investment Advisors position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1013 holding.
Mount Yale Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $607K in Q2 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.