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Aspire Private Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Aspire Private Capital’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 		$245K Buy
+2,397
New +$247K 0.05% 164
2025
Q4 		– Sell
-2,332
Closed -$241K – 182
2025
Q3 		$241K Buy
2,332
+74
+3% +$7.63K 0.05% 166
2025
Q2 		$232K Buy
+2,258
New +$232K 0.05% 171
2023
Q1 		– Sell
-161
Closed -$15.6K – 678
2022
Q4 		$15.6K Buy
+161
New +$15.6K 0.01% 313

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

Aspire Private Capital's STIP Position: Q2 2026 in Review

Aspire Private Capital opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,397 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: Aspire Private Capital previously reported a position in STIP as recently as Q3 2025.

Aspire Private Capital first reported a position in STIP in Q4 2022 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Aspire Private Capital held 2,397 shares of iShares 0-5 Year TIPS Bond ETF worth $245K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Aspire Private Capital position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Aspire Private Capital's portfolio in Q2 2026, its #164 holding.
  • Aspire Private Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.