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Transamerica Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Transamerica Financial Advisors’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 		$142K Buy
1,392
+1,381
+12,555% +$142K 0.01% 492
2026
Q1 		$1.23K Sell
11
-1
-8% -$103 ﹤0.01% 1296
2025
Q4 		$1.21K Sell
12
-536
-98% -$55.2K ﹤0.01% 1216
2025
Q3 		$56.6K Buy
548
+538
+5,380% +$55.5K ﹤0.01% 466
2025
Q2 		$1.01K Hold
10
– – ﹤0.01% 415
2025
Q1 		$2K Hold
10
– – ﹤0.01% 413
2024
Q4 		$1K Hold
10
– – ﹤0.01% 543
2024
Q3 		$1K Hold
10
– – ﹤0.01% 545
2024
Q2 		$1K Hold
10
– – ﹤0.01% 522
2024
Q1 		$1K Hold
10
– – ﹤0.01% 567
2023
Q4 		$1K Hold
10
– – ﹤0.01% 581
2023
Q3 		$1K Hold
10
– – ﹤0.01% 602
2023
Q2 		$1K Hold
10
– – ﹤0.01% 571
2023
Q1 		$1K Hold
10
– – ﹤0.01% 557
2022
Q4 		$1K Hold
10
– – ﹤0.01% 641
2022
Q3 		$1K Hold
10
– – ﹤0.01% 603
2022
Q2 		$2K Buy
+10
New +$1.03K ﹤0.01% 397
2015
Q2 		– Sell
-1
Closed -$1K – 929
2015
Q1 		$1K Hold
1
– – ﹤0.01% 846
2014
Q4 		$1K Hold
1
– – ﹤0.01% 690
2014
Q3 		$1K Sell
1
-2,442
-100% -$248K ﹤0.01% 648
2014
Q2 		$251K Buy
2,443
+280
+13% +$28.5K 0.02% 255
2014
Q1 		$219K Buy
2,163
+1,531
+242% +$155K 0.02% 252
2013
Q4 		$64K Sell
632
-134
-17% -$13.6K 0.01% 327
2013
Q3 		$78K Sell
766
-1,290
-63% -$130K 0.01% 280
2013
Q2 		$207K Buy
+2,056
New +$210K 0.03% 202

Other funds holding STIP

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

Transamerica Financial Advisors's STIP Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12,555% in Q2 2026, buying an estimated $142K and bringing the position to 1,392 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #492.

Transamerica Financial Advisors first reported a position in STIP in Q2 2013 and has held it in 25 quarters since. The position peaked at $251K in Q2 2014. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Transamerica Financial Advisors held 1,392 shares of iShares 0-5 Year TIPS Bond ETF worth $142K as of Q2 2026.
  • Transamerica Financial Advisors bought 1,381 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #492 holding.
  • Transamerica Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • Transamerica Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $251K in Q2 2014.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.