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Brinker Capital Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brinker Capital Investments’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 		$13.2M Sell
129,075
-5,523
-4% -$570K 0.1% 161
2026
Q1 		$13.9M Buy
134,598
+13,166
+11% +$1.36M 0.12% 159
2025
Q4 		$12.4M Buy
121,432
+3,872
+3% +$399K 0.09% 196
2025
Q3 		$12.2M Sell
117,560
-6,572
-5% -$678K 0.09% 184
2025
Q2 		$12.8M Buy
124,132
+24,941
+25% +$2.56M 0.11% 170
2025
Q1 		$10.3M Buy
99,191
+3,520
+4% +$359K 0.1% 192
2024
Q4 		$9.62M Sell
95,671
-87,663
-48% -$8.84M 0.1% 204
2024
Q3 		$18.6M Buy
183,334
+11,003
+6% +$1.1M 0.19% 111
2024
Q2 		$17.1M Buy
172,331
+996
+0.6% +$98.8K 0.18% 112
2024
Q1 		$17M Buy
171,335
+18,144
+12% +$1.79M 0.18% 109
2023
Q4 		$15.1M Buy
153,191
+10,451
+7% +$1.02M 0.18% 122
2023
Q3 		$13.8M Sell
142,740
-10,350
-7% -$1.01M 0.17% 127
2023
Q2 		$14.9M Sell
153,090
-224,251
-59% -$22.1M 0.16% 127
2023
Q1 		$37.4M Buy
+377,341
New +$36.9M 0.46% 32
2019
Q3 		– Sell
-1,564
Closed -$157K – 926
2019
Q2 		$157K Buy
1,564
+1,269
+430% +$127K ﹤0.01% 419
2019
Q1 		$29K Buy
+295
New +$29.2K ﹤0.01% 517
2018
Q4 		– Sell
-68
Closed -$7K – 679
2018
Q3 		$7K Hold
68
– – ﹤0.01% 504
2018
Q2 		$7K Buy
68
+10
+17% +$996 ﹤0.01% 515
2018
Q1 		$6K Sell
58
-17,573
-100% -$1.75M ﹤0.01% 474
2017
Q4 		$1.76M Buy
17,631
+17,573
+30,298% +$1.76M 0.06% 185
2017
Q3 		$6K Hold
58
– – ﹤0.01% 472
2017
Q2 		$6K Hold
58
– – ﹤0.01% 427
2017
Q1 		$6K Hold
58
– – ﹤0.01% 410
2016
Q4 		$6K Hold
58
– – ﹤0.01% 424
2016
Q3 		$6K Buy
+58
New +$5.86K ﹤0.01% 402

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

Brinker Capital Investments's STIP Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.1% in Q2 2026, selling an estimated $570K and leaving 129,075 shares worth $13.2M. The position accounts for 0.1% of the portfolio, ranked #161.

Brinker Capital Investments first reported a position in STIP in Q3 2016 and has held it in 25 quarters since. The position peaked at $37.4M in Q1 2023. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Brinker Capital Investments held 129,075 shares of iShares 0-5 Year TIPS Bond ETF worth $13.2M as of Q2 2026.
  • Brinker Capital Investments sold 5,523 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $570K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Brinker Capital Investments's portfolio in Q2 2026, its #161 holding.
  • Brinker Capital Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2016 and has held it in 25 quarters since.
  • Brinker Capital Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $37.4M in Q1 2023.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.