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

Sovran 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	$583K	Buy	5,760 +1,957	+51%	+$202K	0.04%	352
2026 Q1	$396K	Sell	3,803 -3,358	-47%	-$346K	0.03%	401
2025 Q4	$734K	Sell	7,161 -3,984	-36%	-$410K	0.06%	277
2025 Q3	$1.15M	Buy	11,145 +1,832	+20%	+$189K	0.1%	201
2025 Q2	$954K	Buy	9,313 +4,245	+84%	+$435K	0.1%	217
2025 Q1	$521K	Sell	5,068 -1,304	-20%	-$133K	0.07%	275
2024 Q4	$642K	Buy	+6,372	New	+$642K	0.09%	224

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 22.9% 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

Sovran Advisors's STIP Position: Q2 2026 in Review

Sovran Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 51% in Q2 2026, buying an estimated $202K and bringing the position to 5,760 shares worth $583K. The position accounts for 0.04% of the portfolio, ranked #352.

Sovran Advisors first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q3 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Sovran Advisors held 5,760 shares of iShares 0-5 Year TIPS Bond ETF worth $583K as of Q2 2026.
Sovran Advisors bought 1,957 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $202K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #352 holding.
Sovran Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.15M in Q3 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.