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

Private Advisory 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 Q2	$8.4M	Buy	82,255 +11,989	+17%	+$1.24M	0.45%	65
2026 Q1	$7.27M	Buy	+70,266	New	+$7.23M	0.48%	65
2022 Q2	–	Sell	-8,541	Closed	-$896K	–	200
2022 Q1	$896K	Buy	+8,541	New	+$899K	0.18%	89
2017 Q4	–	Sell	-6,033	Closed	-$606K	–	144
2017 Q3	$606K	Sell	6,033 -387	-6%	-$38.9K	0.36%	57
2017 Q2	$644K	Sell	6,420 -369	-5%	-$37.2K	0.38%	59
2017 Q1	$689K	Buy	+6,789	New	+$686K	0.46%	63

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

Private Advisory Group's STIP Position: Q2 2026 in Review

Private Advisory Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 17% in Q2 2026, buying an estimated $1.24M and bringing the position to 82,255 shares worth $8.4M. The position accounts for 0.45% of the portfolio, ranked #65.

Private Advisory Group first reported a position in STIP in Q1 2017 and has held it in 6 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Private Advisory Group held 82,255 shares of iShares 0-5 Year TIPS Bond ETF worth $8.4M as of Q2 2026.
Private Advisory Group bought 11,989 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.24M.
iShares 0-5 Year TIPS Bond ETF made up 0.45% of Private Advisory Group's portfolio in Q2 2026, its #65 holding.
Private Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 6 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.