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

SageView 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 Q1	–	Sell	-670	Closed	-$68.6K	–	2197
2025 Q4	$68.6K	Buy	+670	New	+$69K	﹤0.01%	954
2025 Q1	–	Sell	-2,669	Closed	-$269K	–	620
2024 Q4	$269K	Buy	+2,669	New	+$269K	0.01%	487
2023 Q4	–	Sell	-4,346	Closed	-$423K	–	432
2023 Q3	$421K	Sell	4,346 -222	-5%	-$21.6K	0.02%	355
2023 Q2	$446K	Buy	4,568 +2,446	+115%	+$241K	0.02%	370
2023 Q1	$211K	Sell	2,122 -3,055	-59%	-$299K	0.01%	443
2022 Q4	$502K	Buy	+5,177	New	+$503K	0.04%	240

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 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

SageView Advisory Group's STIP Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 670 shares — an estimated $68.6K sold.

SageView Advisory Group first reported a position in STIP in Q4 2022 and held it in 6 quarters. The position peaked at $502K in Q4 2022. 762 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

SageView Advisory Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 670 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $68.6K.
SageView Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 6 quarters.
SageView Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $502K in Q4 2022.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.