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

Pure 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 		$21.7M Buy
212,089
+1,106
+0.5% +$114K 0.28% 56
2026
Q1 		$21.8M Sell
210,983
-2,317
-1% -$239K 0.31% 50
2025
Q4 		$21.8M Sell
213,300
-8,499
-4% -$875K 0.32% 50
2025
Q3 		$22.9M Sell
221,799
-8,342
-4% -$860K 0.37% 48
2025
Q2 		$23.7M Sell
230,141
-12,512
-5% -$1.28M 0.42% 44
2025
Q1 		$25.1M Sell
242,653
-9,747
-4% -$993K 0.53% 34
2024
Q4 		$25.4M Sell
252,400
-31,228
-11% -$3.15M 0.58% 29
2024
Q3 		$28.7M Sell
283,628
-22,963
-7% -$2.3M 0.69% 29
2024
Q2 		$30.5M Buy
306,591
+3,052
+1% +$303K 0.85% 27
2024
Q1 		$30.2M Sell
303,539
-3,529
-1% -$349K 0.94% 25
2023
Q4 		$30.3M Sell
307,068
-5,271
-2% -$514K 1.04% 24
2023
Q3 		$30.3M Buy
312,339
+1,164
+0.4% +$113K 1.24% 20
2023
Q2 		$30.4M Buy
311,175
+1,470
+0.5% +$145K 1.29% 20
2023
Q1 		$30.7M Sell
309,705
-2,037
-0.7% -$199K 1.42% 19
2022
Q4 		$30.2M Buy
311,742
+305,751
+5,104% +$29.7M 1.56% 16
2022
Q3 		$576K Sell
5,991
-1,332
-18% -$133K 0.03% 140
2022
Q2 		$743K Buy
7,323
+1,799
+33% +$186K 0.05% 126
2022
Q1 		$580K Sell
5,524
-221
-4% -$23.3K 0.03% 142
2021
Q4 		$608K Sell
5,745
-35
-0.6% -$3.71K 0.03% 130
2021
Q3 		$611K Sell
5,780
-96
-2% -$10.2K 0.05% 121
2021
Q2 		$625K Sell
5,876
-302
-5% -$32.1K 0.05% 122
2021
Q1 		$653K Sell
6,178
-615
-9% -$64.7K 0.06% 107
2020
Q4 		$709K Sell
6,793
-255
-4% -$26.4K 0.08% 100
2020
Q3 		$733K Sell
7,048
-911
-11% -$94.2K 0.11% 85
2020
Q2 		$815K Buy
7,959
+189
+2% +$19.2K 0.13% 76
2020
Q1 		$776K Sell
7,770
-1,394
-15% -$140K 0.13% 71
2019
Q4 		$923K Buy
9,164
+131
+1% +$13.1K 0.16% 71
2019
Q3 		$905K Sell
9,033
-820
-8% -$82.1K 0.16% 67
2019
Q2 		$991K Sell
9,853
-231
-2% -$23.1K 0.18% 63
2019
Q1 		$1M Buy
10,084
+7
+0.1% +$692 0.19% 63
2018
Q4 		$988K Buy
10,077
+6,353
+171% +$624K 0.2% 61
2018
Q3 		$368K Buy
+3,724
New +$369K 0.08% 99

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

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

Pure Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.52% in Q2 2026, buying an estimated $114K and bringing the position to 212,089 shares worth $21.7M. The position accounts for 0.28% of the portfolio, ranked #56.

Pure Financial Advisors first reported a position in STIP in Q3 2018 and has held it in 32 quarters since. The position peaked at $30.7M in Q1 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Pure Financial Advisors held 212,089 shares of iShares 0-5 Year TIPS Bond ETF worth $21.7M as of Q2 2026.
  • Pure Financial Advisors bought 1,106 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $114K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.28% of Pure Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Pure Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Pure Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $30.7M in Q1 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.