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Strategic Advisory Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Strategic Advisory Partners’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 		$251K Hold
2,455
– – 0.18% 34
2026
Q1 		$254K Buy
2,455
+178
+8% +$18.3K 0.2% 29
2025
Q4 		$233K Buy
+2,277
New +$234K 0.19% 32

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
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

Strategic Advisory Partners's STIP Position: Q2 2026 in Review

Strategic Advisory Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,455 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #34.

Strategic Advisory Partners first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $254K in Q1 2026. 821 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Strategic Advisory Partners held 2,455 shares of iShares 0-5 Year TIPS Bond ETF worth $251K as of Q2 2026.
  • Strategic Advisory Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.18% of Strategic Advisory Partners's portfolio in Q2 2026, its #34 holding.
  • Strategic Advisory Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Advisory Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $254K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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