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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pure Financial Advisors's STIP Position: Q1 2026 in Review

Pure Financial Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.1% in Q1 2026, selling an estimated $239K and leaving 210,983 shares worth $21.8M. The position accounts for 0.31% of the portfolio, ranked #50.

Pure Financial Advisors first reported a position in STIP in Q3 2018 and has held it in 31 quarters since. The position peaked at $30.7M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Pure Financial Advisors held 210,983 shares of iShares 0-5 Year TIPS Bond ETF worth $21.8M as of Q1 2026.
Pure Financial Advisors sold 2,317 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $239K.
iShares 0-5 Year TIPS Bond ETF made up 0.31% of Pure Financial Advisors's portfolio in Q1 2026, its #50 holding.
Pure Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 31 quarters since.
Pure Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $30.7M in Q1 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.