SOA Wealth Advisors
STIP icon

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

SOA Wealth 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
Q3 		– Sell
-1
Closed -$102 – 899
2026
Q2 		$102 Hold
1
– – ﹤0.01% 862
2026
Q1 		$103 Hold
1
– – ﹤0.01% 832
2025
Q4 		$102 Hold
1
– – ﹤0.01% 835
2025
Q3 		$103 Hold
1
– – ﹤0.01% 854
2025
Q2 		$103 Buy
+1
New +$103 ﹤0.01% 838

Other funds holding STIP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SOA Wealth Advisors's STIP Position: Q3 2026 in Review

SOA Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 1 share — an estimated $102 sold.

SOA Wealth Advisors first reported a position in STIP in Q2 2025 and held it in 5 quarters. The position peaked at $103 in Q1 2026. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • SOA Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 iShares 0-5 Year TIPS Bond ETF share in Q3 2026, an estimated $102.
  • SOA Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 5 quarters.
  • SOA Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $103 in Q1 2026.
  • 762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.