Advus Financial Partners, LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Advus Financial Partners, LLC’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	$1.42M	Sell	13,938 -5,101	-27%	-$526K	0.32%	65
2026 Q1	$1.97M	Buy	19,039 +316	+2%	+$32.5K	0.49%	44
2025 Q4	$1.92M	Buy	18,723 +496	+3%	+$51.1K	0.46%	44
2025 Q3	$1.88M	Buy	18,227 +9,132	+100%	+$942K	0.45%	42
2025 Q2	$936K	Buy	+9,095	New	+$933K	0.24%	69

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 22.96% 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

Advus Financial Partners, LLC's STIP Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 27% in Q2 2026, selling an estimated $526K and leaving 13,938 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #65.

Advus Financial Partners, LLC first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.97M in Q1 2026. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Advus Financial Partners, LLC held 13,938 shares of iShares 0-5 Year TIPS Bond ETF worth $1.42M as of Q2 2026.
Advus Financial Partners, LLC sold 5,101 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $526K.
iShares 0-5 Year TIPS Bond ETF made up 0.32% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #65 holding.
Advus Financial Partners, LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
Advus Financial Partners, LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $1.97M in Q1 2026.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.