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

Mutual 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 		$2.93M Sell
28,647
-184
-0.6% -$19K 0.06% 325
2026
Q1 		$2.98M Sell
28,831
-75
-0.3% -$7.72K 0.06% 285
2025
Q4 		$2.96M Sell
28,906
-50,738
-64% -$5.22M 0.06% 276
2025
Q3 		$8.25M Sell
79,644
-164,217
-67% -$16.9M 0.18% 111
2025
Q2 		$25.1M Buy
243,861
+112,369
+85% +$11.5M 0.63% 23
2025
Q1 		$13.6M Buy
131,492
+100,567
+325% +$10.2M 0.39% 41
2024
Q4 		$3.13M Sell
30,925
-1,768
-5% -$178K 0.09% 201
2024
Q3 		$3.3M Sell
32,693
-361
-1% -$36.2K 0.1% 190
2024
Q2 		$3.29M Sell
33,054
-765
-2% -$75.9K 0.1% 190
2024
Q1 		$3.36M Buy
33,819
+49
+0.1% +$4.84K 0.11% 178
2023
Q4 		$3.33M Sell
33,770
-4,492
-12% -$438K 0.12% 180
2023
Q3 		$3.71M Sell
38,262
-1,321
-3% -$128K 0.14% 149
2023
Q2 		$3.86M Sell
39,583
-370
-0.9% -$36.4K 0.15% 146
2023
Q1 		$3.96M Sell
39,953
-4,677
-10% -$457K 0.16% 130
2022
Q4 		$4.33M Sell
44,630
-30,646
-41% -$2.98M 0.19% 112
2022
Q3 		$7.24M Buy
75,276
+28,879
+62% +$2.89M 0.37% 53
2022
Q2 		$4.71M Buy
46,397
+29,355
+172% +$3.03M 0.31% 72
2022
Q1 		$1.79M Sell
17,042
-99,837
-85% -$10.5M 0.1% 234
2021
Q4 		$12.4M Buy
116,879
+14,159
+14% +$1.5M 0.65% 22
2021
Q3 		$10.8M Buy
102,720
+93,106
+968% +$9.88M 0.64% 21
2021
Q2 		$1.02M Buy
9,614
+550
+6% +$58.4K 0.06% 351
2021
Q1 		$958K Buy
9,064
+4,895
+117% +$515K 0.07% 333
2020
Q4 		$435K Sell
4,169
-886
-18% -$91.9K 0.03% 499
2020
Q3 		$526K Sell
5,055
-2,995
-37% -$310K 0.05% 413
2020
Q2 		$824K Buy
8,050
+5,537
+220% +$562K 0.08% 261
2020
Q1 		$251K Sell
2,513
-1,287
-34% -$129K 0.03% 443
2019
Q4 		$383K Sell
3,800
-4,434
-54% -$445K 0.04% 412
2019
Q3 		$825K Buy
8,234
+4,441
+117% +$445K 0.11% 227
2019
Q2 		$381K Buy
+3,793
New +$380K 0.05% 385

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

Mutual Advisors's STIP Position: Q2 2026 in Review

Mutual Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.64% in Q2 2026, selling an estimated $19K and leaving 28,647 shares worth $2.93M. The position accounts for 0.06% of the portfolio, ranked #325.

Mutual Advisors first reported a position in STIP in Q2 2019 and has held it in 29 quarters since. The position peaked at $25.1M in Q2 2025. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Mutual Advisors held 28,647 shares of iShares 0-5 Year TIPS Bond ETF worth $2.93M as of Q2 2026.
  • Mutual Advisors sold 184 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $19K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.06% of Mutual Advisors's portfolio in Q2 2026, its #325 holding.
  • Mutual Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Mutual Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $25.1M in Q2 2025.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.