Cerity Partners
STIP icon

Cerity Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cerity Partners’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 		$17.8M Sell
175,966
-453,398
-72% -$46.8M 0.02% 523
2026
Q1 		$64.9M Sell
629,364
-4,082
-0.6% -$420K 0.09% 197
2025
Q4 		$64.7M Buy
633,446
+18,885
+3% +$1.94M 0.09% 187
2025
Q3 		$63.3M Buy
614,561
+15,888
+3% +$1.64M 0.1% 178
2025
Q2 		$61.4M Buy
598,673
+56,215
+10% +$5.77M 0.11% 172
2025
Q1 		$55.9M Buy
542,458
+26,486
+5% +$2.7M 0.11% 174
2024
Q4 		$51.7M Buy
515,972
+33,568
+7% +$3.38M 0.11% 169
2024
Q3 		$48.7M Buy
482,404
+13,725
+3% +$1.37M 0.11% 170
2024
Q2 		$46.5M Buy
468,679
+12,885
+3% +$1.28M 0.12% 160
2024
Q1 		$45.1M Sell
455,794
-9,802
-2% -$969K 0.12% 174
2023
Q4 		$45.7M Sell
465,596
-311,700
-40% -$30.4M 0.15% 139
2023
Q3 		$75.2M Buy
777,296
+340,143
+78% +$33M 0.37% 72
2023
Q2 		$42.7M Buy
437,153
+422,586
+2,901% +$41.6M 0.17% 130
2023
Q1 		$1.45M Buy
14,567
+351
+2% +$34.3K ﹤0.01% 831
2022
Q4 		$1.38M Buy
14,216
+9,492
+201% +$922K 0.01% 608
2022
Q3 		$454K Sell
4,724
-116,251
-96% -$11.6M 0.01% 746
2022
Q2 		$12.3M Buy
+120,975
New +$12.5M 0.14% 144
2022
Q1 		– Sell
-2,892
Closed -$306K – 1099
2021
Q4 		$306K Buy
2,892
+694
+32% +$73.5K ﹤0.01% 762
2021
Q3 		$232K Buy
+2,198
New +$233K 0.01% 618

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cerity Partners's STIP Position: Q2 2026 in Review

Cerity Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 72% in Q2 2026, selling an estimated $46.8M and leaving 175,966 shares worth $17.8M. The position accounts for 0.02% of the portfolio, ranked #523.

Cerity Partners first reported a position in STIP in Q3 2021 and has held it in 19 quarters since. The position peaked at $75.2M in Q3 2023. 781 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Cerity Partners held 175,966 shares of iShares 0-5 Year TIPS Bond ETF worth $17.8M as of Q2 2026.
  • Cerity Partners sold 453,398 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $46.8M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #523 holding.
  • Cerity Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Cerity Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $75.2M in Q3 2023.
  • 781 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.