OneDigital Investment Advisors
STIP icon

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
Q2 		$13.4M Buy
131,609
+123,775
+1,580% +$12.8M 0.11% 164
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
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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Ritholtz Wealth Management
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 22.9% 1-Year Est. Return
Coldstream Capital Management
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
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

OneDigital Investment Advisors's STIP Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1,580% in Q2 2026, buying an estimated $12.8M and bringing the position to 131,609 shares worth $13.4M. The position accounts for 0.11% of the portfolio, ranked #164.

OneDigital Investment Advisors first reported a position in STIP in Q2 2017 and has held it in 26 quarters since. The position peaked at $19.1M in Q3 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • OneDigital Investment Advisors held 131,609 shares of iShares 0-5 Year TIPS Bond ETF worth $13.4M as of Q2 2026.
  • OneDigital Investment Advisors bought 123,775 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $12.8M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of OneDigital Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • OneDigital Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and has held it in 26 quarters since.
  • OneDigital Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $19.1M in Q3 2025.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.