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

Pinion 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 		– Sell
-9,962
Closed -$1.02M – 193
2025
Q4 		$1.02M Buy
9,962
+2,528
+34% +$260K 0.25% 63
2025
Q3 		$769K Buy
7,434
+3,291
+79% +$339K 0.21% 87
2025
Q2 		$426K Buy
+4,143
New +$425K 0.15% 110
2023
Q2 		– Sell
-19,969
Closed -$1.98M – 162
2023
Q1 		$1.98M Buy
19,969
+6,393
+47% +$625K 1.86% 11
2022
Q4 		$1.32M Buy
13,576
+1,501
+12% +$146K 1.24% 13
2022
Q3 		$1.16M Buy
12,075
+2,134
+21% +$214K 1.01% 17
2022
Q2 		$1.01M Buy
9,941
+1,046
+12% +$108K 0.84% 27
2022
Q1 		$933K Buy
8,895
+1,089
+14% +$115K 0.65% 39
2021
Q4 		$826K Buy
7,806
+2,099
+37% +$222K 0.56% 53
2021
Q3 		$603K Buy
5,707
+493
+9% +$52.3K 0.49% 66
2021
Q2 		$554K Buy
5,214
+562
+12% +$59.7K 0.45% 78
2021
Q1 		$492K Buy
+4,652
New +$489K 0.46% 81

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Pinion Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 9,962 shares — an estimated $1.02M sold.

Pinion Investment Advisors first reported a position in STIP in Q1 2021 and held it in 12 quarters. The position peaked at $1.98M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Pinion Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Pinion Investment Advisors sold 9,962 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.02M.
  • Pinion Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and held it in 12 quarters.
  • Pinion Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.98M in Q1 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.