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 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 $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sovran Advisors's STIP Position: Q1 2026 in Review

Sovran Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 47% in Q1 2026, selling an estimated $346K and leaving 3,803 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #401.

Sovran Advisors first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Sovran Advisors held 3,803 shares of iShares 0-5 Year TIPS Bond ETF worth $396K as of Q1 2026.
Sovran Advisors sold 3,358 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $346K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Sovran Advisors's portfolio in Q1 2026, its #401 holding.
Sovran Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sovran Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.15M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.