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

Regal 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 		$3.49M Buy
34,172
+8,276
+32% +$854K 0.18% 141
2026
Q1 		$2.68M Buy
25,896
+698
+3% +$71.9K 0.15% 156
2025
Q4 		$2.58M Sell
25,198
-7,429
-23% -$765K 0.15% 156
2025
Q3 		$3.37M Buy
32,627
+25,187
+339% +$2.6M 0.22% 122
2025
Q2 		$766K Buy
+7,440
New +$763K 0.06% 278
2024
Q3 		– Sell
-2,561
Closed -$255K – 572
2024
Q2 		$255K Buy
+2,561
New +$254K 0.02% 494
2023
Q4 		– Sell
-2,128
Closed -$206K – 562
2023
Q3 		$206K Sell
2,128
-566
-21% -$55K 0.02% 464
2023
Q2 		$263K Sell
2,694
-58,865
-96% -$5.79M 0.02% 421
2023
Q1 		$6.11M Sell
61,559
-110,492
-64% -$10.8M 0.54% 52
2022
Q4 		$16.7M Sell
172,051
-1,258
-0.7% -$122K 1.62% 5
2022
Q3 		$16.7M Buy
173,309
+19,634
+13% +$1.97M 1.76% 6
2022
Q2 		$15.6M Buy
153,675
+124,768
+432% +$12.9M 1.62% 7
2022
Q1 		$3.03M Buy
28,907
+15,227
+111% +$1.6M 0.28% 93
2021
Q4 		$1.45M Buy
+13,680
New +$1.45M 0.13% 162
2018
Q1 		– Sell
-6,285
Closed -$628K – 322
2017
Q4 		$628K Buy
+6,285
New +$630K 0.14% 158
2015
Q2 		– Sell
-30
Closed -$3K – 1009
2015
Q1 		$3K Sell
30
-423
-93% -$42K ﹤0.01% 880
2014
Q4 		$45K Sell
453
-324
-42% -$32.5K 0.01% 410
2014
Q3 		$78K Sell
777
-186
-19% -$18.9K 0.02% 346
2014
Q2 		$99K Sell
963
-3,421
-78% -$348K 0.04% 281
2014
Q1 		$443K Buy
4,384
+353
+9% +$35.8K 0.19% 128
2013
Q4 		$407K Buy
4,031
+1,916
+91% +$194K 0.23% 115
2013
Q3 		$214K Buy
2,115
+343
+19% +$34.7K 0.13% 160
2013
Q2 		$178K Buy
+1,772
New +$181K 0.1% 161

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

Regal Investment Advisors's STIP Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 32% in Q2 2026, buying an estimated $854K and bringing the position to 34,172 shares worth $3.49M. The position accounts for 0.18% of the portfolio, ranked #141.

Regal Investment Advisors first reported a position in STIP in Q2 2013 and has held it in 23 quarters since. The position peaked at $16.7M in Q4 2022. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Regal Investment Advisors held 34,172 shares of iShares 0-5 Year TIPS Bond ETF worth $3.49M as of Q2 2026.
  • Regal Investment Advisors bought 8,276 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $854K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.18% of Regal Investment Advisors's portfolio in Q2 2026, its #141 holding.
  • Regal Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 23 quarters since.
  • Regal Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $16.7M in Q4 2022.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.