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

Westover 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 		$582K Sell
5,694
-107
-2% -$11K 0.1% 138
2026
Q1 		$600K Sell
5,801
-116
-2% -$11.9K 0.11% 128
2025
Q4 		$606K Sell
5,917
-597
-9% -$61.5K 0.11% 131
2025
Q3 		$673K Sell
6,514
-286
-4% -$29.5K 0.12% 122
2025
Q2 		$700K Sell
6,800
-880
-11% -$90.3K 0.14% 122
2025
Q1 		$795K Sell
7,680
-147
-2% -$15K 0.18% 108
2024
Q4 		$787K Sell
7,827
-8,287
-51% -$835K 0.17% 111
2024
Q3 		$1.63M Sell
16,114
-56,551
-78% -$5.66M 0.31% 72
2024
Q2 		$7.23M Buy
72,665
+24
+0% +$2.38K 1.86% 12
2024
Q1 		$7.22M Buy
72,641
+13,336
+22% +$1.32M 2.11% 12
2023
Q4 		$5.85M Sell
59,305
-234
-0.4% -$22.8K 1.9% 12
2023
Q3 		$5.77M Sell
59,539
-1,043
-2% -$101K 2.09% 10
2023
Q2 		$5.91M Buy
60,582
+7,676
+15% +$755K 2.05% 9
2023
Q1 		$5.25M Buy
+52,906
New +$5.17M 1.95% 11
2018
Q4 		– Sell
-22,106
Closed -$2.18M – 136
2018
Q3 		$2.18M Buy
22,106
+3,604
+19% +$357K 1.11% 34
2018
Q2 		$1.84M Buy
18,502
+158
+0.9% +$15.7K 0.99% 40
2018
Q1 		$1.84M Buy
18,344
+2,213
+14% +$221K 1% 40
2017
Q4 		$1.61M Buy
+16,131
New +$1.62M 0.88% 43

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

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

Westover Capital Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.8% in Q2 2026, selling an estimated $11K and leaving 5,694 shares worth $582K. The position accounts for 0.1% of the portfolio, ranked #138.

Westover Capital Advisors first reported a position in STIP in Q4 2017 and has held it in 18 quarters since. The position peaked at $7.23M in Q2 2024. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Westover Capital Advisors held 5,694 shares of iShares 0-5 Year TIPS Bond ETF worth $582K as of Q2 2026.
  • Westover Capital Advisors sold 107 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $11K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Westover Capital Advisors's portfolio in Q2 2026, its #138 holding.
  • Westover Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 18 quarters since.
  • Westover Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $7.23M in Q2 2024.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.