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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
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

Blue Trust Inc's STIP Position: Q1 2026 in Review

Blue Trust Inc reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 67% in Q1 2026, selling an estimated $5.77K and leaving 27 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Blue Trust Inc first reported a position in STIP in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.47M in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Blue Trust Inc held 27 shares of iShares 0-5 Year TIPS Bond ETF worth $2.79K as of Q1 2026.
  • Blue Trust Inc sold 56 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $5.77K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #2080 holding.
  • Blue Trust Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 9 quarters since.
  • Blue Trust Inc's iShares 0-5 Year TIPS Bond ETF position peaked at $1.47M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.