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AlTi Global’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

AlTi Global’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
Q1 		$52.3M Sell
505,346
-12,492
-2% -$1.29M 1.14% 18
2025
Q4 		$53M Sell
517,838
-17,519
-3% -$1.8M 1.14% 18
2025
Q3 		$55.3M Sell
535,357
-609
-0.1% -$62.8K 1.3% 15
2025
Q2 		$55.2M Sell
535,966
-43,411
-7% -$4.45M 1.38% 15
2025
Q1 		$59.9M Sell
579,377
-72,176
-11% -$7.35M 1.57% 14
2024
Q4 		$65.5M Sell
651,553
-40,706
-6% -$4.1M 1.58% 14
2024
Q3 		$70.1M Sell
692,259
-28,491
-4% -$2.85M 1.69% 12
2024
Q2 		$71.7M Sell
720,750
-124,694
-15% -$12.4M 1.93% 11
2024
Q1 		$84.1M Sell
845,444
-240,866
-22% -$23.8M 2.34% 9
2023
Q4 		$107M Buy
+1,086,310
New +$106M 3.28% 7

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlTi Global's STIP Position: Q1 2026 in Review

AlTi Global reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.4% in Q1 2026, selling an estimated $1.29M and leaving 505,346 shares worth $52.3M. The position accounts for 1.14% of the portfolio, ranked #18.

AlTi Global first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $107M in Q4 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • AlTi Global held 505,346 shares of iShares 0-5 Year TIPS Bond ETF worth $52.3M as of Q1 2026.
  • AlTi Global sold 12,492 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.29M.
  • iShares 0-5 Year TIPS Bond ETF made up 1.14% of AlTi Global's portfolio in Q1 2026, its #18 holding.
  • AlTi Global first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's iShares 0-5 Year TIPS Bond ETF position peaked at $107M in Q4 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.