Blue Trust Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Blue Trust Inc’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	$265K	Buy	2,590 +2,563	+9,493%	+$264K	﹤0.01%	696
2026 Q1	$2.79K	Sell	27 -56	-67%	-$5.77K	﹤0.01%	2080
2025 Q4	$8.5K	Sell	83 -11,870	-99%	-$1.22M	﹤0.01%	1898
2025 Q3	$1.24M	Sell	11,953 -2,334	-16%	-$241K	0.01%	252
2025 Q2	$1.47M	Buy	+14,287	New	+$1.47M	0.02%	210
2025 Q1	–	Sell	-40	Closed	-$4.03K	–	2554
2024 Q4	$4.03K	Sell	40 -142	-78%	-$14.3K	﹤0.01%	2122
2024 Q3	$18.1K	Buy	+182	New	+$18.2K	﹤0.01%	1980
2023 Q2	–	Sell	-1,240	Closed	-$120K	–	2506
2023 Q1	$120K	Sell	1,240 -972	-44%	-$95K	﹤0.01%	712
2022 Q4	$213K	Sell	2,212 -257	-10%	-$25K	﹤0.01%	431
2022 Q3	$250K	Buy	+2,469	New	+$247K	﹤0.01%	308

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 22.96% 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

Blue Trust Inc's STIP Position: Q2 2026 in Review

Blue Trust Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9,493% in Q2 2026, buying an estimated $264K and bringing the position to 2,590 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Blue Trust Inc first reported a position in STIP in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.47M in Q2 2025. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Blue Trust Inc held 2,590 shares of iShares 0-5 Year TIPS Bond ETF worth $265K as of Q2 2026.
Blue Trust Inc bought 2,563 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $264K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #696 holding.
Blue Trust Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 10 quarters since.
Blue Trust Inc's iShares 0-5 Year TIPS Bond ETF position peaked at $1.47M in Q2 2025.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.