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Capital Analysts LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Capital Analysts LLC’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 		$1.05M Buy
10,309
+7,238
+236% +$747K 0.02% 354
2026
Q1 		$317K Sell
3,071
-12,505
-80% -$1.29M 0.01% 545
2025
Q4 		$1.59M Sell
15,576
-5,636
-27% -$580K 0.04% 259
2025
Q3 		$2.19M Buy
21,212
+2,106
+11% +$217K 0.06% 223
2025
Q2 		$1.97M Buy
19,106
+17,475
+1,071% +$1.79M 0.07% 216
2025
Q1 		$169K Buy
1,631
+316
+24% +$32.2K 0.01% 551
2024
Q4 		$132K Buy
1,315
+486
+59% +$49K 0.01% 555
2024
Q3 		$84K Sell
829
-65
-7% -$6.51K ﹤0.01% 616
2024
Q2 		$89K Sell
894
-1,043
-54% -$103K ﹤0.01% 595
2024
Q1 		$193K Sell
1,937
-114
-6% -$11.3K 0.01% 448
2023
Q4 		$202K Sell
2,051
-1,255
-38% -$122K 0.01% 421
2023
Q3 		$320K Sell
3,306
-565,740
-99% -$55M 0.02% 346
2023
Q2 		$55.5M Buy
569,046
+14,025
+3% +$1.38M 3.09% 5
2023
Q1 		$55.1M Buy
555,021
+36,013
+7% +$3.52M 3.15% 5
2022
Q4 		$50.3M Buy
519,008
+518,722
+181,371% +$50.4M 3.07% 4
2022
Q3 		$27K Buy
286
+231
+420% +$23.1K ﹤0.01% 675
2022
Q2 		$6K Hold
55
– – ﹤0.01% 854
2022
Q1 		$6K Buy
+55
New +$5.79K ﹤0.01% 807

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

Capital Analysts LLC's STIP Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 236% in Q2 2026, buying an estimated $747K and bringing the position to 10,309 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #354.

Capital Analysts LLC first reported a position in STIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $55.5M in Q2 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Capital Analysts LLC held 10,309 shares of iShares 0-5 Year TIPS Bond ETF worth $1.05M as of Q2 2026.
  • Capital Analysts LLC bought 7,238 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $747K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #354 holding.
  • Capital Analysts LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Capital Analysts LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $55.5M in Q2 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.