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Clear Investment Research’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Clear Investment Research’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 		$499K Sell
4,885
-131
-3% -$13.5K 0.78% 36
2026
Q1 		$519K Sell
5,016
-65
-1% -$6.69K 0.81% 29
2025
Q4 		$520K Sell
5,081
-173
-3% -$17.8K 0.86% 32
2025
Q3 		$543K Buy
5,254
+36
+0.7% +$3.71K 0.73% 31
2025
Q2 		$537K Buy
5,218
+68
+1% +$6.98K 0.68% 31
2025
Q1 		$533K Buy
5,150
+9
+0.2% +$917 0.71% 31
2024
Q4 		$517K Buy
5,141
+285
+6% +$28.7K 0.67% 31
2024
Q3 		$492K Sell
4,856
-2,547
-34% -$255K 0.64% 33
2024
Q2 		$737K Buy
7,403
+30
+0.4% +$2.98K 0.96% 23
2024
Q1 		$733K Sell
7,373
-63
-0.8% -$6.23K 0.99% 21
2023
Q4 		$733K Buy
7,436
+119
+2% +$11.6K 1.03% 20
2023
Q3 		$709K Sell
7,317
-316
-4% -$30.7K 1.23% 19
2023
Q2 		$745K Sell
7,633
-3,410
-31% -$335K 1.25% 19
2023
Q1 		$1.1M Sell
11,043
-1,728
-14% -$169K 1.92% 14
2022
Q4 		$1.24M Sell
12,771
-2,695
-17% -$262K 2.4% 13
2022
Q3 		$1.49M Sell
15,466
-2,674
-15% -$268K 3.13% 11
2022
Q2 		$1.84M Buy
18,140
+981
+6% +$101K 4.07% 6
2022
Q1 		$1.8M Sell
17,159
-1,473
-8% -$155K 3.53% 10
2021
Q4 		$1.97M Buy
18,632
+1,899
+11% +$201K 3.02% 11
2021
Q3 		$1.77M Buy
+16,733
New +$1.78M 2.86% 11

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

Clear Investment Research's STIP Position: Q2 2026 in Review

Clear Investment Research reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.6% in Q2 2026, selling an estimated $13.5K and leaving 4,885 shares worth $499K. The position accounts for 0.78% of the portfolio, ranked #36.

Clear Investment Research first reported a position in STIP in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.97M in Q4 2021. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Clear Investment Research held 4,885 shares of iShares 0-5 Year TIPS Bond ETF worth $499K as of Q2 2026.
  • Clear Investment Research sold 131 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $13.5K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.78% of Clear Investment Research's portfolio in Q2 2026, its #36 holding.
  • Clear Investment Research first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Clear Investment Research's iShares 0-5 Year TIPS Bond ETF position peaked at $1.97M in Q4 2021.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.