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Bay Harbor Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bay Harbor Wealth Management’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 		$462K Buy
+4,527
New +$467K 0.11% 50
2025
Q4 		– Sell
-11,315
Closed -$1.17M – 1346
2025
Q3 		$1.17M Buy
11,315
+225
+2% +$23.2K 0.32% 36
2025
Q2 		$1.14M Buy
+11,090
New +$1.14M 0.33% 37
2022
Q2 		– Sell
-157
Closed -$16K – 206
2022
Q1 		$16K Buy
+157
New +$16.5K 0.01% 132

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

Bay Harbor Wealth Management's STIP Position: Q2 2026 in Review

Bay Harbor Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 4,527 shares worth $462K. The stake represents 0.11% of the portfolio and ranks #50 among its holdings. This is a return to the name: Bay Harbor Wealth Management previously reported a position in STIP as recently as Q3 2025.

Bay Harbor Wealth Management first reported a position in STIP in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.17M in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Bay Harbor Wealth Management held 4,527 shares of iShares 0-5 Year TIPS Bond ETF worth $462K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Bay Harbor Wealth Management position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Bay Harbor Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • Bay Harbor Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.17M in Q3 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.