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Private Advisor Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Private Advisor Group’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 		$5.31M Buy
51,380
+2,780
+6% +$286K 0.02% 621
2025
Q4 		$4.98M Sell
48,600
-3,062
-6% -$315K 0.02% 626
2025
Q3 		$5.34M Buy
51,662
+1,468
+3% +$151K 0.03% 590
2025
Q2 		$5.17M Buy
50,194
+16,837
+50% +$1.73M 0.03% 562
2025
Q1 		$3.45M Buy
33,357
+18,300
+122% +$1.86M 0.02% 664
2024
Q4 		$1.51M Sell
15,057
-1,974
-12% -$199K 0.01% 1006
2024
Q3 		$1.73M Sell
17,031
-15,326
-47% -$1.54M 0.01% 961
2024
Q2 		$3.22M Sell
32,357
-26,492
-45% -$2.63M 0.02% 647
2024
Q1 		$5.85M Sell
58,849
-13,451
-19% -$1.33M 0.04% 411
2023
Q4 		$7.13M Buy
72,300
+22,795
+46% +$2.22M 0.06% 332
2023
Q3 		$4.8M Sell
49,505
-2,405
-5% -$234K 0.04% 405
2023
Q2 		$5.07M Sell
51,910
-18,869
-27% -$1.86M 0.04% 393
2023
Q1 		$7.02M Sell
70,779
-63,131
-47% -$6.17M 0.07% 285
2022
Q4 		$13K Buy
133,910
+1,013
+0.8% +$98.4K ﹤0.01% 970
2022
Q3 		$12.8M Sell
132,897
-60,637
-31% -$6.07M 0.15% 146
2022
Q2 		$19.6M Buy
193,534
+35,155
+22% +$3.63M 0.18% 122
2022
Q1 		$16.6M Buy
158,379
+57,145
+56% +$6.02M 0.13% 165
2021
Q4 		$10.7M Buy
101,234
+182
+0.2% +$19.3K 0.08% 244
2021
Q3 		$10.7M Buy
101,052
+33,716
+50% +$3.58M 0.07% 289
2021
Q2 		$7.16M Buy
67,336
+4,940
+8% +$525K 0.06% 299
2021
Q1 		$6.6M Buy
62,396
+33,588
+117% +$3.53M 0.06% 305
2020
Q4 		$3.01M Buy
28,808
+2,860
+11% +$297K 0.03% 509
2020
Q3 		$2.7M Sell
25,948
-992
-4% -$103K 0.04% 458
2020
Q2 		$2.76M Sell
26,940
-29,423
-52% -$2.99M 0.04% 423
2020
Q1 		$5.63M Sell
56,363
-9,606
-15% -$966K 0.1% 205
2019
Q4 		$6.64M Sell
65,969
-1,259
-2% -$126K 0.1% 213
2019
Q3 		$6.73M Buy
67,228
+1,094
+2% +$110K 0.1% 206
2019
Q2 		$6.65M Buy
66,134
+5,357
+9% +$536K 0.12% 188
2019
Q1 		$6.06M Sell
60,777
-1,848
-3% -$183K 0.12% 184
2018
Q4 		$6.14M Sell
62,625
-4,771
-7% -$468K 0.15% 153
2018
Q3 		$6.66M Buy
67,396
+51,131
+314% +$5.06M 0.14% 154
2018
Q2 		$1.61M Sell
16,265
-6,251
-28% -$622K 0.03% 341
2018
Q1 		$2.25M Buy
22,516
+6,082
+37% +$607K 0.09% 224
2017
Q4 		$1.64M Sell
16,434
-15,743
-49% -$1.58M 0.07% 292
2017
Q3 		$3.23M Buy
32,177
+2,534
+9% +$255K 0.08% 259
2017
Q2 		$2.96M Buy
29,643
+1,136
+4% +$115K 0.08% 247
2017
Q1 		$2.89M Buy
28,507
+3,917
+16% +$396K 0.08% 257
2016
Q4 		$2.48M Buy
24,590
+7,835
+47% +$789K 0.08% 255
2016
Q3 		$1.69M Buy
16,755
+840
+5% +$84.8K 0.07% 289
2016
Q2 		$1.62M Buy
15,915
+5,155
+48% +$519K 0.07% 290
2016
Q1 		$1.08M Buy
10,760
+313
+3% +$31.1K 0.05% 354
2015
Q4 		$1.03M Buy
10,447
+4,690
+81% +$465K 0.05% 380
2015
Q3 		$571K Buy
5,757
+239
+4% +$23.8K 0.03% 525
2015
Q2 		$551K Sell
5,518
-305
-5% -$30.5K 0.03% 557
2015
Q1 		$579K Buy
5,823
+1,297
+29% +$129K 0.03% 507
2014
Q4 		$448K Buy
4,526
+1,300
+40% +$130K 0.03% 581
2014
Q3 		$324K Buy
+3,226
New +$328K 0.02% 670

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

Private Advisor Group's STIP Position: Q1 2026 in Review

Private Advisor Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.7% in Q1 2026, buying an estimated $286K and bringing the position to 51,380 shares worth $5.31M. The position accounts for 0.02% of the portfolio, ranked #621.

Private Advisor Group first reported a position in STIP in Q3 2014 and has held it in 47 quarters since. The position peaked at $19.6M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Private Advisor Group held 51,380 shares of iShares 0-5 Year TIPS Bond ETF worth $5.31M as of Q1 2026.
  • Private Advisor Group bought 2,780 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $286K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #621 holding.
  • Private Advisor Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2014 and has held it in 47 quarters since.
  • Private Advisor Group's iShares 0-5 Year TIPS Bond ETF position peaked at $19.6M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.