Bank Julius Baer & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bank Julius Baer & Co’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	$991K	Buy	+9,586	New	+$987K	﹤0.01%	379

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank Julius Baer & Co's STIP Position: Q1 2026 in Review

Bank Julius Baer & Co opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 9,586 shares worth $991K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings.

758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Bank Julius Baer & Co held 9,586 shares of iShares 0-5 Year TIPS Bond ETF worth $991K as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new Bank Julius Baer & Co position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #379 holding.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.