Bellevue Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bellevue Asset 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 Q1	$1.34K	Hold	13	–	–	﹤0.01%	364
2025 Q4	$1.33K	Hold	13	–	–	﹤0.01%	471
2025 Q3	$1.34K	Hold	13	–	–	﹤0.01%	477
2025 Q2	$1.34K	Hold	13	–	–	﹤0.01%	461
2025 Q1	$1.34K	Hold	13	–	–	﹤0.01%	452
2024 Q4	$1.31K	Hold	13	–	–	﹤0.01%	473
2024 Q3	$1.32K	Hold	13	–	–	﹤0.01%	450
2024 Q2	$1.29K	Hold	13	–	–	﹤0.01%	448
2024 Q1	$1.29K	Hold	13	–	–	﹤0.01%	445
2023 Q4	$1.28K	Hold	13	–	–	﹤0.01%	439
2023 Q3	$1.26K	Hold	13	–	–	﹤0.01%	433
2023 Q2	$1.27K	Buy	+13	New	+$1.28K	﹤0.01%	455

Other funds holding STIP

BlackRock New York $5.7T 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 $376B AUM 19.32% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America

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