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

Skyline 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 		$315K Buy
+3,050
New +$314K 0.11% 93

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BlackRock
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Skyline Advisors's STIP Position: Q1 2026 in Review

Skyline Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 3,050 shares worth $315K. The stake represents 0.11% of the portfolio and ranks #93 among its holdings.

758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Skyline Advisors held 3,050 shares of iShares 0-5 Year TIPS Bond ETF worth $315K as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Skyline Advisors position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Skyline Advisors's portfolio in Q1 2026, its #93 holding.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.