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 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 $6.73T AUM 46.02% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Advocates's STIP Position: Q2 2026 in Review

Strategic Advocates held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 158 shares worth $16.1K. The position accounts for 0.06% of the portfolio, ranked #135.

Strategic Advocates first reported a position in STIP in Q3 2023 and has held it in 6 quarters since. The position peaked at $353K in Q3 2023. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Strategic Advocates held 158 shares of iShares 0-5 Year TIPS Bond ETF worth $16.1K as of Q2 2026.
Strategic Advocates left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Strategic Advocates's portfolio in Q2 2026, its #135 holding.
Strategic Advocates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 6 quarters since.
Strategic Advocates's iShares 0-5 Year TIPS Bond ETF position peaked at $353K in Q3 2023.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.