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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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 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. 170 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.
  • 170 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.