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

Strategic Advocates’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 Q3	$15.8K	Hold	158	–	–	0.06%	142
2026 Q2	$16.1K	Hold	158	–	–	0.06%	135
2026 Q1	$16.3K	Hold	158	–	–	0.07%	137
2025 Q4	$16.2K	Hold	158	–	–	﹤0.01%	309
2025 Q3	$16.3K	Buy	+158	New	+$16.3K	﹤0.01%	308
2024 Q1	–	Sell	-2,354	Closed	-$232K	–	173
2023 Q4	$232K	Sell	2,354 -1,293	-35%	-$126K	0.1%	132
2023 Q3	$353K	Buy	+3,647	New	+$354K	0.17%	98

Other funds holding STIP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Strategic Advocates's STIP Position: Q3 2026 in Review

Strategic Advocates held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 158 shares worth $15.8K. The position accounts for 0.06% of the portfolio, ranked #142.

Strategic Advocates first reported a position in STIP in Q3 2023 and has held it in 7 quarters since. The position peaked at $353K in Q3 2023. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Strategic Advocates held 158 shares of iShares 0-5 Year TIPS Bond ETF worth $15.8K as of Q3 2026.
Strategic Advocates left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Strategic Advocates's portfolio in Q3 2026, its #142 holding.
Strategic Advocates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 7 quarters since.
Strategic Advocates's iShares 0-5 Year TIPS Bond ETF position peaked at $353K in Q3 2023.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Strategic Advocates's 13F filing for Q3 2026, filed 3 Nov 2026.