OneAscent Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

OneAscent Financial 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	$585K	Buy	5,724 +293	+5%	+$30.2K	0.03%	339
2026 Q1	$562K	Buy	5,431 +529	+11%	+$54.5K	0.03%	317
2025 Q4	$502K	Buy	4,902 +212	+5%	+$21.8K	0.05%	255
2025 Q3	$485K	Buy	4,690 +1,045	+29%	+$108K	0.03%	311
2025 Q2	$375K	Buy	+3,645	New	+$374K	0.03%	367
2022 Q3	–	Sell	-79,775	Closed	-$8.09M	–	238
2022 Q2	$8.09M	Buy	+79,775	New	+$8.24M	3.67%	5

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

OneAscent Financial Services's STIP Position: Q2 2026 in Review

OneAscent Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.4% in Q2 2026, buying an estimated $30.2K and bringing the position to 5,724 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #339.

OneAscent Financial Services first reported a position in STIP in Q2 2022 and has held it in 6 quarters since. The position peaked at $8.09M in Q2 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

OneAscent Financial Services held 5,724 shares of iShares 0-5 Year TIPS Bond ETF worth $585K as of Q2 2026.
OneAscent Financial Services bought 293 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $30.2K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #339 holding.
OneAscent Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 6 quarters since.
OneAscent Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $8.09M in Q2 2022.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.