Portland Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Portland Financial 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	$2.37M	Buy	23,173 +868	+4%	+$89.5K	4.32%	3
2026 Q1	$2.31M	Buy	22,305 +194	+0.9%	+$20K	4.8%	2
2025 Q4	$2.26M	Buy	22,111 +484	+2%	+$49.8K	4.81%	3
2025 Q3	$2.24M	Buy	21,627 +865	+4%	+$89.2K	4.77%	3
2025 Q2	$2.14M	Buy	20,762 +316	+2%	+$32.4K	5.13%	3
2025 Q1	$2.12M	Buy	20,446 +45	+0.2%	+$4.58K	5.41%	2
2024 Q4	$2.05M	Buy	+20,401	New	+$2.06M	5.52%	2

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

Portland Financial Advisors's STIP Position: Q2 2026 in Review

Portland Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.9% in Q2 2026, buying an estimated $89.5K and bringing the position to 23,173 shares worth $2.37M. The position accounts for 4.32% of the portfolio, ranked #3.

Portland Financial Advisors first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Portland Financial Advisors held 23,173 shares of iShares 0-5 Year TIPS Bond ETF worth $2.37M as of Q2 2026.
Portland Financial Advisors bought 868 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $89.5K.
iShares 0-5 Year TIPS Bond ETF made up 4.32% of Portland Financial Advisors's portfolio in Q2 2026, its #3 holding.
Portland Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.