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

World Investment 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 		$32M Buy
309,836
+1,260
+0.4% +$130K 0.53% 34
2026
Q1 		$31.9M Sell
308,576
-36,615
-11% -$3.77M 0.51% 36
2025
Q4 		$35.3M Buy
345,191
+23,964
+7% +$2.47M 0.57% 30
2025
Q3 		$33.2M Buy
321,227
+25,661
+9% +$2.65M 0.68% 27
2025
Q2 		$30.4M Sell
295,566
-12,971
-4% -$1.33M 0.69% 27
2025
Q1 		$31.9M Buy
+308,537
New +$31.4M 0.83% 16
2024
Q4 		– Sell
-4,077
Closed -$413K – 1045
2024
Q3 		$413K Sell
4,077
-3,046
-43% -$305K 0.01% 632
2024
Q2 		$709K Buy
+7,123
New +$707K 0.04% 344
2024
Q1 		– Sell
-8,498
Closed -$838K – 466
2023
Q4 		$838K Buy
8,498
+117
+1% +$11.4K 0.11% 162
2023
Q3 		$812K Sell
8,381
-375
-4% -$36.4K 0.16% 107
2023
Q2 		$855K Sell
8,756
-755
-8% -$74.3K 0.17% 98
2023
Q1 		$944K Sell
9,511
-1,990
-17% -$195K 0.2% 88
2022
Q4 		$1.12M Sell
11,501
-12,929
-53% -$1.26M 0.26% 70
2022
Q3 		$2.35M Buy
24,430
+5,980
+32% +$599K 0.56% 36
2022
Q2 		$1.89M Sell
18,450
-2,120
-10% -$219K 0.4% 44
2022
Q1 		$2.16M Sell
20,570
-3,372
-14% -$355K 0.45% 45
2021
Q4 		$2.49M Buy
23,942
+15,664
+189% +$1.66M 0.52% 39
2021
Q3 		$874K Buy
8,278
+598
+8% +$63.4K 0.2% 87
2021
Q2 		$816K Sell
7,680
-81
-1% -$8.6K 0.19% 88
2021
Q1 		$826K Buy
7,761
+2,042
+36% +$215K 0.2% 85
2020
Q4 		$602K Sell
5,719
-4,107
-42% -$426K 0.15% 107
2020
Q3 		$1.02M Sell
9,826
-42
-0.4% -$4.34K 0.35% 52
2020
Q2 		$1.02M Buy
+9,868
New +$1M 0.36% 49

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

World Investment Advisors's STIP Position: Q2 2026 in Review

World Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.41% in Q2 2026, buying an estimated $130K and bringing the position to 309,836 shares worth $32M. The position accounts for 0.53% of the portfolio, ranked #34.

World Investment Advisors first reported a position in STIP in Q2 2020 and has held it in 23 quarters since. The position peaked at $35.3M in Q4 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • World Investment Advisors held 309,836 shares of iShares 0-5 Year TIPS Bond ETF worth $32M as of Q2 2026.
  • World Investment Advisors bought 1,260 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $130K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.53% of World Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • World Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • World Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $35.3M in Q4 2025.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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