BTG Pactual Asset Management US’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BTG Pactual Asset Management US’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	$639K	Buy	6,175 +134	+2%	+$13.8K	0.04%	207
2026 Q1	$625K	Buy	6,041 +110	+2%	+$11.3K	0.05%	173
2025 Q4	$614K	Sell	5,931 -40,460	-87%	-$4.16M	0.06%	119
2025 Q3	$4.8M	Buy	46,391 +7,217	+18%	+$744K	0.23%	56
2025 Q2	$4.05M	Buy	39,174 +6,331	+19%	+$649K	0.44%	58
2025 Q1	$3.4M	Buy	32,843 +305	+0.9%	+$31.1K	0.36%	73
2024 Q4	$3.19M	Buy	32,538 +2,090	+7%	+$211K	0.33%	76
2024 Q3	$2.98M	Buy	30,448 +10,958	+56%	+$1.1M	0.26%	93
2024 Q2	$1.94M	Buy	+19,490	New	+$1.93M	0.29%	71

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

BTG Pactual Asset Management US's STIP Position: Q2 2026 in Review

BTG Pactual Asset Management US increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.2% in Q2 2026, buying an estimated $13.8K and bringing the position to 6,175 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #207.

BTG Pactual Asset Management US first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.8M in Q3 2025. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

BTG Pactual Asset Management US held 6,175 shares of iShares 0-5 Year TIPS Bond ETF worth $639K as of Q2 2026.
BTG Pactual Asset Management US bought 134 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $13.8K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #207 holding.
BTG Pactual Asset Management US first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
BTG Pactual Asset Management US's iShares 0-5 Year TIPS Bond ETF position peaked at $4.8M in Q3 2025.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.