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Barrett & Company’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Barrett & Company’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 		$137K Buy
1,336
+285
+27% +$29.4K 0.04% 203
2026
Q1 		$109K Hold
1,051
– – 0.04% 200
2025
Q4 		$108K Hold
1,051
– – 0.04% 207
2025
Q3 		$109K Hold
1,051
– – 0.04% 208
2025
Q2 		$108K Hold
1,051
– – 0.04% 201
2025
Q1 		$109K Hold
1,051
– – 0.05% 182
2024
Q4 		$106K Sell
1,051
-50
-5% -$5.04K 0.04% 190
2024
Q3 		$112K Hold
1,101
– – 0.05% 184
2024
Q2 		$110K Hold
1,101
– – 0.05% 183
2024
Q1 		$109K Hold
1,101
– – 0.05% 187
2023
Q4 		$109K Hold
1,101
– – 0.06% 178
2023
Q3 		$107K Hold
1,101
– – 0.06% 173
2023
Q2 		$107K Hold
1,101
– – 0.06% 173
2023
Q1 		$10.9K Hold
1,101
– – 0.01% 379
2022
Q4 		$107K Hold
1,101
– – 0.07% 160
2022
Q3 		$107K Buy
+1,101
New +$110K 0.07% 160

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

Barrett & Company's STIP Position: Q2 2026 in Review

Barrett & Company increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 27% in Q2 2026, buying an estimated $29.4K and bringing the position to 1,336 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #203.

Barrett & Company first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Barrett & Company held 1,336 shares of iShares 0-5 Year TIPS Bond ETF worth $137K as of Q2 2026.
  • Barrett & Company bought 285 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $29.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Barrett & Company's portfolio in Q2 2026, its #203 holding.
  • Barrett & Company first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.