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

Choreo 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 		$1.71M Sell
16,784
-1,686
-9% -$174K 0.02% 456
2026
Q1 		$1.91M Sell
18,470
-1,525
-8% -$157K 0.02% 410
2025
Q4 		$2.05M Sell
19,995
-6,173
-24% -$635K 0.03% 365
2025
Q3 		$2.7M Sell
26,168
-136
-0.5% -$14K 0.04% 302
2025
Q2 		$2.71M Sell
26,304
-1,237
-4% -$127K 0.04% 299
2025
Q1 		$2.85M Sell
27,541
-2,094
-7% -$213K 0.04% 267
2024
Q4 		$2.98M Sell
29,635
-190
-0.6% -$19.2K 0.04% 264
2024
Q3 		$3.03M Buy
29,825
+3
+0% +$300 0.04% 268
2024
Q2 		$2.95M Buy
29,822
+1,559
+6% +$155K 0.05% 243
2024
Q1 		$2.81M Sell
28,263
-14,642
-34% -$1.45M 0.07% 144
2023
Q4 		$4.23M Buy
42,905
+31,776
+286% +$3.1M 0.11% 116
2023
Q3 		$1.08M Sell
11,129
-607
-5% -$59K 0.04% 190
2023
Q2 		$1.15M Buy
11,736
+35
+0.3% +$3.44K 0.04% 188
2023
Q1 		$1.16M Buy
+11,701
New +$1.14M 0.04% 195

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

Choreo LLC's STIP Position: Q2 2026 in Review

Choreo LLC reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.1% in Q2 2026, selling an estimated $174K and leaving 16,784 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #456.

Choreo LLC first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.23M in Q4 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Choreo LLC held 16,784 shares of iShares 0-5 Year TIPS Bond ETF worth $1.71M as of Q2 2026.
  • Choreo LLC sold 1,686 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $174K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #456 holding.
  • Choreo LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Choreo LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $4.23M in Q4 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.