Alhambra Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Alhambra Investment Management’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	$7.74M	Buy	75,763 +11,219	+17%	+$1.16M	3.38%	4
2026 Q1	$6.68M	Buy	64,544 +3,145	+5%	+$324K	3.08%	4
2025 Q4	$6.29M	Buy	61,399 +3,627	+6%	+$373K	2.92%	4
2025 Q3	$5.97M	Buy	57,772 +4,086	+8%	+$421K	2.84%	4
2025 Q2	$5.52M	Buy	53,686 +1,008	+2%	+$103K	2.74%	5
2025 Q1	$5.45M	Sell	52,678 -1,051	-2%	-$107K	2.81%	6
2024 Q4	$5.41M	Buy	53,729 +8,722	+19%	+$879K	2.77%	6
2024 Q3	$4.56M	Buy	45,007 +9,027	+25%	+$904K	2.37%	9
2024 Q2	$3.58M	Buy	+35,980	New	+$3.57M	1.96%	14

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

Alhambra Investment Management's STIP Position: Q2 2026 in Review

Alhambra Investment Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 17% in Q2 2026, buying an estimated $1.16M and bringing the position to 75,763 shares worth $7.74M. The position accounts for 3.38% of the portfolio, ranked #4.

Alhambra Investment Management first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Alhambra Investment Management held 75,763 shares of iShares 0-5 Year TIPS Bond ETF worth $7.74M as of Q2 2026.
Alhambra Investment Management bought 11,219 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.16M.
iShares 0-5 Year TIPS Bond ETF made up 3.38% of Alhambra Investment Management's portfolio in Q2 2026, its #4 holding.
Alhambra Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.