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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
Q2 		$14.6K Hold
143
– – ﹤0.01% 714
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 $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

Colonial Trust's STIP Position: Q2 2026 in Review

Colonial Trust held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 143 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Colonial Trust first reported a position in STIP in Q2 2023 and has held it in 11 quarters since. The position peaked at $814K in Q2 2024. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Colonial Trust held 143 shares of iShares 0-5 Year TIPS Bond ETF worth $14.6K as of Q2 2026.
  • Colonial Trust left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #714 holding.
  • Colonial Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 11 quarters since.
  • Colonial Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $814K in Q2 2024.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.