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 Q2	$1.33K	Hold	13	–	–	﹤0.01%	522
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 $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Bellevue Asset Management's STIP Position: Q2 2026 in Review

Bellevue Asset Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 13 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Bellevue Asset Management first reported a position in STIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34K in Q1 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Bellevue Asset Management held 13 shares of iShares 0-5 Year TIPS Bond ETF worth $1.33K as of Q2 2026.
Bellevue Asset Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #522 holding.
Bellevue Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 13 quarters since.
Bellevue Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.34K in Q1 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.