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

Scarborough 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	$539K	Buy	5,268 +4,864	+1,204%	+$502K	0.06%	99
2026 Q1	$41.8K	Sell	404 -990	-71%	-$102K	﹤0.01%	255
2025 Q4	$143K	Sell	1,394 -3,910	-74%	-$402K	0.02%	101
2025 Q3	$548K	Buy	5,304 +764	+17%	+$78.8K	0.1%	61
2025 Q2	$467K	Buy	+4,540	New	+$466K	0.09%	58
2024 Q3	–	Sell	-517	Closed	-$51.5K	–	399
2024 Q2	$51.5K	Sell	517 -121	-19%	-$12K	0.02%	96
2024 Q1	$63.4K	Buy	638 +59	+10%	+$5.83K	0.03%	85
2023 Q4	$57K	Buy	+579	New	+$56.4K	0.01%	158

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

Scarborough Advisors's STIP Position: Q2 2026 in Review

Scarborough Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1,204% in Q2 2026, buying an estimated $502K and bringing the position to 5,268 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #99.

Scarborough Advisors first reported a position in STIP in Q4 2023 and has held it in 8 quarters since. The position peaked at $548K in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Scarborough Advisors held 5,268 shares of iShares 0-5 Year TIPS Bond ETF worth $539K as of Q2 2026.
Scarborough Advisors bought 4,864 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $502K.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Scarborough Advisors's portfolio in Q2 2026, its #99 holding.
Scarborough Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 8 quarters since.
Scarborough Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $548K in Q3 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.