New England Private Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

New England Private Wealth 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	$695K	Buy	+6,869	New	+$708K	0.07%	124
2025 Q4	–	Sell	-2,422	Closed	-$250K	–	192
2025 Q3	$250K	Buy	+2,422	New	+$250K	0.03%	157
2015 Q1	–	Sell	-62,635	Closed	-$6.2M	–	113
2014 Q4	$6.2M	Hold	62,635	–	–	2.44%	13
2014 Q3	$6.29M	Buy	62,635 +342	+0.5%	+$34.7K	2.54%	12
2014 Q2	$6.38M	Buy	62,293 +110	+0.2%	+$11.2K	2.62%	10
2014 Q1	$6.29M	Hold	62,183	–	–	2.64%	11
2013 Q4	$6.28M	Hold	62,183	–	–	2.84%	10
2013 Q3	$6.29M	Buy	62,183 +38	+0.1%	+$3.84K	3.3%	10
2013 Q2	$6.26M	Buy	+62,145	New	+$6.35M	3.92%	8

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 22.96% 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

New England Private Wealth Advisors's STIP Position: Q2 2026 in Review

New England Private Wealth Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 6,869 shares worth $695K. The stake represents 0.07% of the portfolio and ranks #124 among its holdings. This is a return to the name: New England Private Wealth Advisors previously reported a position in STIP as recently as Q3 2025.

New England Private Wealth Advisors first reported a position in STIP in Q2 2013 and has held it in 9 quarters since. The position peaked at $6.38M in Q2 2014. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

New England Private Wealth Advisors held 6,869 shares of iShares 0-5 Year TIPS Bond ETF worth $695K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new New England Private Wealth Advisors position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.07% of New England Private Wealth Advisors's portfolio in Q2 2026, its #124 holding.
New England Private Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 9 quarters since.
New England Private Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $6.38M in Q2 2014.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.