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Bleakley Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bleakley Financial Group’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 		$6.31M Sell
61,775
-876
-1% -$90.4K 0.08% 201
2026
Q1 		$6.48M Sell
62,651
-1,452
-2% -$149K 0.1% 175
2025
Q4 		$6.56M Sell
64,103
-822
-1% -$84.6K 0.11% 153
2025
Q3 		$6.71M Sell
64,925
-483
-0.7% -$49.8K 0.16% 123
2025
Q2 		$6.73M Sell
65,408
-274
-0.4% -$28.1K 0.17% 115
2025
Q1 		$6.8M Buy
65,682
+794
+1% +$80.9K 0.22% 87
2024
Q4 		$6.53M Sell
64,888
-2,598
-4% -$262K 0.2% 86
2024
Q3 		$6.84M Sell
67,486
-6,832
-9% -$684K 0.21% 85
2024
Q2 		$7.39M Sell
74,318
-6,700
-8% -$665K 0.21% 86
2024
Q1 		$8.06M Sell
81,018
-3,342
-4% -$330K 0.23% 80
2023
Q4 		$8.32M Buy
84,360
+13,283
+19% +$1.29M 0.26% 71
2023
Q3 		$6.89M Sell
71,077
-11,419
-14% -$1.11M 0.24% 81
2023
Q2 		$8.05M Buy
82,496
+205
+0.2% +$20.2K 0.25% 80
2023
Q1 		$8.17M Sell
82,291
-14,766
-15% -$1.44M 0.27% 74
2022
Q4 		$9.41M Buy
+97,057
New +$9.43M 0.34% 60

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

Bleakley Financial Group's STIP Position: Q2 2026 in Review

Bleakley Financial Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.4% in Q2 2026, selling an estimated $90.4K and leaving 61,775 shares worth $6.31M. The position accounts for 0.08% of the portfolio, ranked #201.

Bleakley Financial Group first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.41M in Q4 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Bleakley Financial Group held 61,775 shares of iShares 0-5 Year TIPS Bond ETF worth $6.31M as of Q2 2026.
  • Bleakley Financial Group sold 876 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $90.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of Bleakley Financial Group's portfolio in Q2 2026, its #201 holding.
  • Bleakley Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $9.41M in Q4 2022.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.