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Colonial Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Colonial Trust’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
Q1 		$14.8K Sell
143
-90
-39% -$9.27K ﹤0.01% 713
2025
Q4 		$23.9K Sell
233
-150
-39% -$15.4K ﹤0.01% 663
2025
Q3 		$39.6K Hold
383
– – 0.01% 584
2025
Q2 		$39.4K Hold
383
– – 0.01% 581
2025
Q1 		$39.6K Buy
+383
New +$39K 0.01% 581
2024
Q3 		– Sell
-8,184
Closed -$814K – 1138
2024
Q2 		$814K Buy
8,184
+8,129
+14,780% +$806K 0.14% 117
2024
Q1 		$5.47K Hold
55
– – ﹤0.01% 817
2023
Q4 		$5.42K Hold
55
– – ﹤0.01% 788
2023
Q3 		$5.33K Hold
55
– – ﹤0.01% 782
2023
Q2 		$5.39K Buy
+55
New +$5.41K ﹤0.01% 772

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Colonial Trust's STIP Position: Q1 2026 in Review

Colonial Trust reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 39% in Q1 2026, selling an estimated $9.27K and leaving 143 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Colonial Trust first reported a position in STIP in Q2 2023 and has held it in 10 quarters since. The position peaked at $814K in Q2 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Colonial Trust held 143 shares of iShares 0-5 Year TIPS Bond ETF worth $14.8K as of Q1 2026.
  • Colonial Trust sold 90 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $9.27K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #713 holding.
  • Colonial Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • Colonial Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $814K in Q2 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.