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Sterling Investment Advisors (Missouri)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$8.21M Buy
80,324
+2,385
+3% +$246K 3.69% 9
2026
Q1 		$8.06M Buy
77,939
+555
+0.7% +$57.1K 3.87% 9
2025
Q4 		$7.92M Buy
77,384
+2,838
+4% +$292K 3.83% 9
2025
Q3 		$7.71M Sell
74,546
-2,704
-4% -$279K 3.82% 9
2025
Q2 		$7.95M Buy
77,250
+1,922
+3% +$197K 4.14% 8
2025
Q1 		$7.79M Buy
75,328
+3,703
+5% +$377K 4.39% 8
2024
Q4 		$7.21M Buy
71,625
+1,242
+2% +$125K 4.21% 8
2024
Q3 		$7.13M Buy
70,383
+3,500
+5% +$351K 4.01% 9
2024
Q2 		$6.65M Buy
66,883
+223
+0.3% +$22.1K 4.06% 8
2024
Q1 		$6.63M Buy
66,660
+2,643
+4% +$261K 3.89% 9
2023
Q4 		$6.31M Sell
64,017
-7,913
-11% -$771K 3.91% 9
2023
Q3 		$6.97M Buy
71,930
+2,574
+4% +$250K 4.44% 8
2023
Q2 		$6.77M Buy
69,356
+3,920
+6% +$386K 4.31% 9
2023
Q1 		$6.49M Buy
65,436
+5,986
+10% +$585K 4.2% 9
2022
Q4 		$5.76M Buy
59,450
+48,739
+455% +$4.74M 3.94% 8
2022
Q3 		$1.03M Buy
10,711
+648
+6% +$64.9K 0.77% 17
2022
Q2 		$1.02M Sell
10,063
-2,077
-17% -$214K 0.7% 17
2022
Q1 		$1.27M Buy
12,140
+682
+6% +$71.8K 0.75% 16
2021
Q4 		$1.21M Sell
11,458
-218
-2% -$23.1K 0.69% 18
2021
Q3 		$1.23M Buy
11,676
+1,279
+12% +$136K 0.74% 16
2021
Q2 		$1.1M Buy
10,397
+232
+2% +$24.6K 0.67% 17
2021
Q1 		$1.07M Buy
10,165
+876
+9% +$92.2K 0.68% 18
2020
Q4 		$970K Buy
9,289
+174
+2% +$18K 0.64% 18
2020
Q3 		$948K Sell
9,115
-37,552
-80% -$3.88M 0.72% 18
2020
Q2 		$4.78M Sell
46,667
-42
-0.1% -$4.26K 3.83% 8
2020
Q1 		$4.67M Buy
46,709
+6,738
+17% +$677K 4.32% 7
2019
Q4 		$4.03M Sell
39,971
-9,150
-19% -$918K 3.09% 12
2019
Q3 		$4.92M Buy
49,121
+518
+1% +$51.9K 3.91% 8
2019
Q2 		$4.89M Buy
48,603
+709
+1% +$70.9K 3.9% 8
2019
Q1 		$4.77M Buy
47,894
+35
+0.1% +$3.46K 3.9% 8
2018
Q4 		$4.69M Sell
47,859
-1,268
-3% -$124K 4.17% 7
2018
Q3 		$4.85M Buy
49,127
+2,013
+4% +$199K 3.96% 8
2018
Q2 		$4.7M Buy
47,114
+3,237
+7% +$322K 3.96% 8
2018
Q1 		$4.39M Buy
43,877
+1,721
+4% +$172K 3.62% 7
2017
Q4 		$4.21M Buy
42,156
+1,003
+2% +$101K 3.48% 9
2017
Q3 		$4.13M Buy
41,153
+3,135
+8% +$315K 3.51% 8
2017
Q2 		$3.82M Buy
38,018
+4,162
+12% +$420K 3.48% 7
2017
Q1 		$3.44M Buy
33,856
+1,375
+4% +$139K 3.29% 9
2016
Q4 		$3.27M Sell
32,481
-1,593
-5% -$160K 3.37% 8
2016
Q3 		$3.44M Buy
34,074
+8,011
+31% +$809K 3.52% 7
2016
Q2 		$2.65M Sell
26,063
-95
-0.4% -$9.57K 2.71% 14
2016
Q1 		$2.63M Sell
26,158
-654
-2% -$65K 2.78% 14
2015
Q4 		$2.65M Buy
26,812
+1,239
+5% +$123K 2.86% 14
2015
Q3 		$2.54M Sell
25,573
-164
-0.6% -$16.3K 2.9% 15
2015
Q2 		$2.57M Sell
25,737
-1,596
-6% -$159K 2.73% 15
2015
Q1 		$2.72M Sell
27,333
-90
-0.3% -$8.94K 2.74% 15
2014
Q4 		$2.71M Buy
+27,423
New +$2.75M 2.8% 15

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s STIP Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.1% in Q2 2026, buying an estimated $246K and bringing the position to 80,324 shares worth $8.21M. The position accounts for 3.69% of the portfolio, ranked #9.

Sterling Investment Advisors (Missouri) first reported a position in STIP in Q4 2014 and has held it in 47 quarters since. 537 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 80,324 shares of iShares 0-5 Year TIPS Bond ETF worth $8.21M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 2,385 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $246K.
  • iShares 0-5 Year TIPS Bond ETF made up 3.69% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #9 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • 537 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.