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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
Q2 		$51.3M Sell
502,009
-3,337
-0.7% -$344K 1.06% 18
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 $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

AlTi Global's STIP Position: Q2 2026 in Review

AlTi Global reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.66% in Q2 2026, selling an estimated $344K and leaving 502,009 shares worth $51.3M. The position accounts for 1.06% of the portfolio, ranked #18.

AlTi Global first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $107M in Q4 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • AlTi Global held 502,009 shares of iShares 0-5 Year TIPS Bond ETF worth $51.3M as of Q2 2026.
  • AlTi Global sold 3,337 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $344K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.06% of AlTi Global's portfolio in Q2 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 11 quarters since.
  • AlTi Global's iShares 0-5 Year TIPS Bond ETF position peaked at $107M in Q4 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.