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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Advocates's STIP Position: Q1 2026 in Review

Strategic Advocates held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 158 shares worth $16.3K. The position accounts for 0.07% of the portfolio, ranked #137.

Strategic Advocates first reported a position in STIP in Q3 2023 and has held it in 5 quarters since. The position peaked at $353K in Q3 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Strategic Advocates held 158 shares of iShares 0-5 Year TIPS Bond ETF worth $16.3K as of Q1 2026.
  • Strategic Advocates left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Strategic Advocates's portfolio in Q1 2026, its #137 holding.
  • Strategic Advocates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • Strategic Advocates's iShares 0-5 Year TIPS Bond ETF position peaked at $353K in Q3 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.