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

Mountain Capital 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 		$472K Buy
4,616
+243
+6% +$25.1K 0.07% 41
2026
Q1 		$455K Buy
+4,373
New +$450K 0.07% 42

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Mountain Capital Investment Advisors's STIP Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.6% in Q2 2026, buying an estimated $25.1K and bringing the position to 4,616 shares worth $472K. The position accounts for 0.07% of the portfolio, ranked #41.

Mountain Capital Investment Advisors first reported a position in STIP in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Mountain Capital Investment Advisors held 4,616 shares of iShares 0-5 Year TIPS Bond ETF worth $472K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 243 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $25.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.