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 Q2	$11.1M	Sell	108,605 -3,159	-3%	-$326K	0.06%	276
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Waverly Advisors's STIP Position: Q2 2026 in Review

Waverly Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.8% in Q2 2026, selling an estimated $326K and leaving 108,605 shares worth $11.1M. The position accounts for 0.06% of the portfolio, ranked #276.

Waverly Advisors first reported a position in STIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.6M in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Waverly Advisors held 108,605 shares of iShares 0-5 Year TIPS Bond ETF worth $11.1M as of Q2 2026.
Waverly Advisors sold 3,159 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $326K.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #276 holding.
Waverly Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $11.6M in Q1 2026.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.