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Stelac Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stelac Advisory Services’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 		– Sell
-1,259
Closed -$130K – 178
2026
Q1 		$130K Buy
+1,259
New +$130K 0.03% 148
2025
Q4 		– Sell
-1,454
Closed -$150K – 121
2025
Q3 		$150K Buy
+1,454
New +$150K 0.05% 93

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LPL Financial
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MWM
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RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Stelac Advisory Services's STIP Position: Q2 2026 in Review

Stelac Advisory Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 1,259 shares — an estimated $130K sold.

Stelac Advisory Services first reported a position in STIP in Q3 2025 and held it in 2 quarters. The position peaked at $150K in Q3 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Stelac Advisory Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stelac Advisory Services sold 1,259 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $130K.
  • Stelac Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and held it in 2 quarters.
  • Stelac Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $150K in Q3 2025.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.