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

Prime Capital 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 		$31.5M Buy
308,643
+5,999
+2% +$619K 0.31% 74
2026
Q1 		$31.3M Buy
302,644
+13,134
+5% +$1.35M 0.36% 65
2025
Q4 		$29.6M Buy
289,510
+24,482
+9% +$2.52M 0.36% 55
2025
Q3 		$27.4M Buy
265,028
+8,995
+4% +$928K 0.34% 57
2025
Q2 		$26.3M Buy
256,033
+1,718
+0.7% +$176K 0.35% 57
2025
Q1 		$26.3M Buy
254,315
+57,255
+29% +$5.83M 0.31% 64
2024
Q4 		$19.8M Buy
197,060
+17,378
+10% +$1.75M 0.29% 69
2024
Q3 		$18.2M Sell
179,682
-1,924
-1% -$193K 0.26% 75
2024
Q2 		$18.1M Sell
181,606
-1,845
-1% -$183K 0.27% 71
2024
Q1 		$18.2M Sell
183,451
-330
-0.2% -$32.6K 0.25% 84
2023
Q4 		$18.1M Sell
183,781
-3,039
-2% -$296K 0.27% 76
2023
Q3 		$18.1M Sell
186,820
-37,292
-17% -$3.62M 0.37% 61
2023
Q2 		$21.9M Buy
224,112
+221,559
+8,678% +$21.8M 0.43% 55
2023
Q1 		$253K Sell
2,553
-1,323
-34% -$129K 0.01% 462
2022
Q4 		$376K Buy
+3,876
New +$377K 0.01% 378
2021
Q2 		– Sell
-278
Closed -$29K – 526
2021
Q1 		$29K Buy
278
+20
+8% +$2.1K ﹤0.01% 374
2020
Q4 		$27K Buy
258
+165
+177% +$17.1K ﹤0.01% 368
2020
Q3 		$10K Sell
93
-28
-23% -$2.9K ﹤0.01% 405
2020
Q2 		$12K Buy
121
+89
+278% +$9.03K ﹤0.01% 409
2020
Q1 		$3K Sell
32
-1
-3% -$101 ﹤0.01% 450
2019
Q4 		$3K Sell
33
-317
-91% -$31.8K ﹤0.01% 546
2019
Q3 		$35K Buy
+350
New +$35.1K 0.01% 343

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prime Capital Investment Advisors's STIP Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2% in Q2 2026, buying an estimated $619K and bringing the position to 308,643 shares worth $31.5M. The position accounts for 0.31% of the portfolio, ranked #74.

Prime Capital Investment Advisors first reported a position in STIP in Q3 2019 and has held it in 22 quarters since. 690 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Prime Capital Investment Advisors held 308,643 shares of iShares 0-5 Year TIPS Bond ETF worth $31.5M as of Q2 2026.
  • Prime Capital Investment Advisors bought 5,999 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $619K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.31% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2019 and has held it in 22 quarters since.
  • 690 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.