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

Waverly 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
Q1 		$11.6M Buy
111,764
+104,728
+1,488% +$10.8M 0.09% 226
2025
Q4 		$720K Sell
7,036
-230
-3% -$23.7K 0.01% 872
2025
Q3 		$751K Sell
7,266
-166
-2% -$17.1K 0.01% 719
2025
Q2 		$765K Buy
7,432
+163
+2% +$16.7K 0.01% 686
2025
Q1 		$752K Buy
7,269
+154
+2% +$15.7K 0.01% 673
2024
Q4 		$716K Hold
7,115
– – 0.01% 591
2024
Q3 		$721K Hold
7,115
– – 0.01% 506
2024
Q2 		$708K Buy
7,115
+14
+0.2% +$1.39K 0.01% 499
2024
Q1 		$706K Buy
+7,101
New +$702K 0.02% 420

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

Waverly Advisors's STIP Position: Q1 2026 in Review

Waverly Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1,488% in Q1 2026, buying an estimated $10.8M and bringing the position to 111,764 shares worth $11.6M. The position accounts for 0.09% of the portfolio, ranked #226.

Waverly Advisors first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Waverly Advisors held 111,764 shares of iShares 0-5 Year TIPS Bond ETF worth $11.6M as of Q1 2026.
  • Waverly Advisors bought 104,728 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $10.8M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Waverly Advisors's portfolio in Q1 2026, its #226 holding.
  • Waverly Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.