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

OneDigital 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 Q1	$810K	Sell	7,834 -2,412	-24%	-$248K	0.01%	758
2025 Q4	$1.05M	Sell	10,246 -174,441	-94%	-$18M	0.01%	660
2025 Q3	$19.1M	Buy	184,687 +4,591	+3%	+$474K	0.2%	106
2025 Q2	$18.5M	Buy	180,096 +169,221	+1,556%	+$17.4M	0.21%	100
2025 Q1	$1.13M	Sell	10,875 -5,474	-33%	-$558K	0.01%	566
2024 Q4	$1.64M	Sell	16,349 -6,039	-27%	-$609K	0.02%	474
2024 Q3	$2.27M	Sell	22,388 -5,497	-20%	-$551K	0.03%	405
2024 Q2	$2.77M	Buy	27,885 +5,594	+25%	+$555K	0.03%	347
2024 Q1	$2.22M	Sell	22,291 -758	-3%	-$74.9K	0.03%	311
2023 Q4	$2.27M	Buy	23,049 +18,348	+390%	+$1.79M	0.04%	290
2023 Q3	$456K	Buy	4,701 +1,876	+66%	+$182K	0.01%	681
2023 Q2	$276K	Sell	2,825 -560	-17%	-$55.1K	0.01%	858
2023 Q1	$336K	Buy	3,385 +348	+11%	+$34K	0.01%	738
2022 Q4	$294K	Sell	3,037 -1,439	-32%	-$140K	0.01%	679
2022 Q3	$430K	Sell	4,476 -1,234	-22%	-$124K	0.02%	505
2022 Q2	$579K	Sell	5,710 -236	-4%	-$24.4K	0.02%	381
2022 Q1	$624K	Buy	5,946 +615	+12%	+$64.8K	0.02%	380
2021 Q4	$565K	Buy	5,331 +1,379	+35%	+$146K	0.02%	417
2021 Q3	$417K	Buy	3,952 +1,963	+99%	+$208K	0.02%	477
2021 Q2	$211K	Buy	+1,989	New	+$211K	0.01%	667
2018 Q4	–	Sell	-1,550	Closed	-$153K	–	1269
2018 Q3	$153K	Hold	1,550	–	–	0.04%	217
2018 Q2	$155K	Hold	1,550	–	–	0.03%	255
2018 Q1	$155K	Buy	1,550 +1,300	+520%	+$130K	0.03%	264
2017 Q4	$25K	Buy	+250	New	+$25.1K	﹤0.01%	726
2017 Q3	–	Sell	-250	Closed	-$25K	–	1159
2017 Q2	$25K	Buy	+250	New	+$25.2K	0.01%	679

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OneDigital Investment Advisors's STIP Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 24% in Q1 2026, selling an estimated $248K and leaving 7,834 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #758.

OneDigital Investment Advisors first reported a position in STIP in Q2 2017 and has held it in 25 quarters since. The position peaked at $19.1M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

OneDigital Investment Advisors held 7,834 shares of iShares 0-5 Year TIPS Bond ETF worth $810K as of Q1 2026.
OneDigital Investment Advisors sold 2,412 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $248K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #758 holding.
OneDigital Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and has held it in 25 quarters since.
OneDigital Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $19.1M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.