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VisionPoint Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-9,888
Closed -$1.01M – 476
2025
Q4 		$1.01M Sell
9,888
-6,953
-41% -$716K 0.2% 113
2025
Q3 		$1.74M Buy
16,841
+369
+2% +$38.1K 0.35% 82
2025
Q2 		$1.7M Buy
+16,472
New +$1.69M 0.37% 76

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 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

VisionPoint Advisory Group's STIP Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 9,888 shares — an estimated $1.01M sold.

VisionPoint Advisory Group first reported a position in STIP in Q2 2025 and held it in 3 quarters. The position peaked at $1.74M in Q3 2025. 760 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • VisionPoint Advisory Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 9,888 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.01M.
  • VisionPoint Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 3 quarters.
  • VisionPoint Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.74M in Q3 2025.
  • 760 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.