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Valmark Advisers’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Valmark Advisers’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 		$15.9M Buy
153,892
+278
+0.2% +$28.6K 0.19% 69
2025
Q4 		$15.7M Buy
153,614
+28,558
+23% +$2.94M 0.19% 67
2025
Q3 		$12.9M Sell
125,056
-2,051
-2% -$212K 0.17% 71
2025
Q2 		$13.1M Sell
127,107
-5,112
-4% -$524K 0.18% 66
2025
Q1 		$13.7M Buy
132,219
+1,009
+0.8% +$103K 0.21% 62
2024
Q4 		$13.2M Buy
131,210
+45,546
+53% +$4.59M 0.2% 63
2024
Q3 		$8.68M Sell
85,664
-3,117
-4% -$312K 0.14% 74
2024
Q2 		$8.83M Sell
88,781
-3,268
-4% -$324K 0.15% 67
2024
Q1 		$9.15M Buy
92,049
+1,714
+2% +$169K 0.16% 63
2023
Q4 		$8.91M Buy
90,335
+7,568
+9% +$737K 0.17% 57
2023
Q3 		$8.02M Sell
82,767
-10,729
-11% -$1.04M 0.17% 57
2023
Q2 		$9.13M Sell
93,496
-918
-1% -$90.3K 0.19% 56
2023
Q1 		$9.37M Buy
94,414
+798
+0.9% +$78K 0.2% 55
2022
Q4 		$9.08M Sell
93,616
-7,259
-7% -$705K 0.21% 55
2022
Q3 		$9.7M Buy
100,875
+10,354
+11% +$1.04M 0.2% 49
2022
Q2 		$9.18M Buy
90,521
+7,107
+9% +$734K 0.18% 51
2022
Q1 		$8.75M Buy
83,414
+18,104
+28% +$1.91M 0.15% 53
2021
Q4 		$6.92M Buy
65,310
+8,236
+14% +$873K 0.12% 57
2021
Q3 		$6.03M Buy
57,074
+11,231
+24% +$1.19M 0.11% 58
2021
Q2 		$4.87M Buy
45,843
+4,414
+11% +$469K 0.09% 62
2021
Q1 		$4.38M Buy
41,429
+10,486
+34% +$1.1M 0.08% 61
2020
Q4 		$3.23M Buy
30,943
+17,752
+135% +$1.84M 0.07% 73
2020
Q3 		$1.37M Sell
13,191
-1
-0% -$103 0.03% 106
2020
Q2 		$1.35M Buy
13,192
+1,596
+14% +$162K 0.03% 95
2020
Q1 		$1.16M Buy
+11,596
New +$1.17M 0.03% 89

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

Valmark Advisers's STIP Position: Q1 2026 in Review

Valmark Advisers increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.18% in Q1 2026, buying an estimated $28.6K and bringing the position to 153,892 shares worth $15.9M. The position accounts for 0.19% of the portfolio, ranked #69.

Valmark Advisers first reported a position in STIP in Q1 2020 and has held it in 25 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Valmark Advisers held 153,892 shares of iShares 0-5 Year TIPS Bond ETF worth $15.9M as of Q1 2026.
  • Valmark Advisers bought 278 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $28.6K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.19% of Valmark Advisers's portfolio in Q1 2026, its #69 holding.
  • Valmark Advisers first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.