Tennessee Valley Asset Management Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Tennessee Valley Asset Management 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	$1.51M	Buy	14,760 +481	+3%	+$49.6K	0.17%	79
2026 Q1	$1.48M	Buy	14,279 +3,956	+38%	+$407K	0.2%	67
2025 Q4	$1.06M	Sell	10,323 -596	-5%	-$61.4K	0.14%	80
2025 Q3	$1.13M	Buy	+10,919	New	+$1.13M	0.15%	78
2025 Q2	–	Sell	-10,503	Closed	-$1.09M	–	159
2025 Q1	$1.09M	Buy	+10,503	New	+$1.07M	0.18%	68
2024 Q1	–	Sell	-300	Closed	-$29.6K	–	669
2023 Q4	$29.6K	Buy	+300	New	+$29.2K	﹤0.01%	294
2023 Q1	–	Sell	-5,532	Closed	-$536K	–	113
2022 Q4	$536K	Buy	+5,532	New	+$537K	0.19%	61

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 22.9% 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

Tennessee Valley Asset Management Partners's STIP Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.4% in Q2 2026, buying an estimated $49.6K and bringing the position to 14,760 shares worth $1.51M. The position accounts for 0.17% of the portfolio, ranked #79.

Tennessee Valley Asset Management Partners first reported a position in STIP in Q4 2022 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Tennessee Valley Asset Management Partners held 14,760 shares of iShares 0-5 Year TIPS Bond ETF worth $1.51M as of Q2 2026.
Tennessee Valley Asset Management Partners bought 481 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $49.6K.
iShares 0-5 Year TIPS Bond ETF made up 0.17% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #79 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 7 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.