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Verdence Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Verdence Capital 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 		$451K Sell
4,410
-28
-0.6% -$2.89K 0.02% 459
2026
Q1 		$459K Buy
4,438
+231
+5% +$23.8K 0.03% 443
2025
Q4 		$431K Buy
4,207
+203
+5% +$20.9K 0.03% 466
2025
Q3 		$414K Buy
4,004
+26
+0.7% +$2.68K 0.02% 504
2025
Q2 		$409K Sell
3,978
-17
-0.4% -$1.74K 0.03% 480
2025
Q1 		$413K Buy
3,995
+441
+12% +$44.9K 0.03% 445
2024
Q4 		$358K Buy
3,554
+15
+0.4% +$1.51K 0.03% 448
2024
Q3 		$359K Hold
3,539
– – 0.03% 467
2024
Q2 		$352K Buy
3,539
+150
+4% +$14.9K 0.03% 418
2024
Q1 		$337K Buy
3,389
+335
+11% +$33.1K 0.03% 446
2023
Q4 		$301K Buy
3,054
+45
+1% +$4.38K 0.03% 463
2023
Q3 		$292K Buy
3,009
+380
+14% +$36.9K 0.03% 440
2023
Q2 		$257K Buy
2,629
+12
+0.5% +$1.18K 0.03% 461
2023
Q1 		$260K Sell
2,617
-99
-4% -$9.68K 0.03% 466
2022
Q4 		$263K Buy
2,716
+6
+0.2% +$583 0.03% 415
2022
Q3 		$260K Buy
+2,710
New +$271K 0.04% 418

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

Verdence Capital Advisors's STIP Position: Q2 2026 in Review

Verdence Capital Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.63% in Q2 2026, selling an estimated $2.89K and leaving 4,410 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #459.

Verdence Capital Advisors first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $459K in Q1 2026. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Verdence Capital Advisors held 4,410 shares of iShares 0-5 Year TIPS Bond ETF worth $451K as of Q2 2026.
  • Verdence Capital Advisors sold 28 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.89K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #459 holding.
  • Verdence Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Verdence Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $459K in Q1 2026.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.