Commonwealth Equity Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Commonwealth Equity Services’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	$7.52M	Sell	73,620 -33,401	-31%	-$3.44M	0.01%	1117
2026 Q1	$11.1M	Sell	107,021 -5,682	-5%	-$585K	0.02%	840
2025 Q4	$11.5M	Sell	112,703 -9,301	-8%	-$957K	0.02%	820
2025 Q3	$12.6M	Sell	122,004 -5,051	-4%	-$521K	0.02%	795
2025 Q2	$13.1M	Sell	127,055 -8,656	-6%	-$888K	0.02%	756
2025 Q1	$14M	Buy	135,711 +19,306	+17%	+$1.97M	0.02%	708
2024 Q4	$11.7M	Buy	116,405 +863	+0.7%	+$87K	0.02%	752
2024 Q3	$11.7M	Sell	115,542 -2,991	-3%	-$300K	0.02%	750
2024 Q2	$11.8M	Sell	118,533 -22,645	-16%	-$2.25M	0.02%	732
2024 Q1	$14M	Sell	141,178 -16,455	-10%	-$1.63M	0.02%	638
2023 Q4	$15.5M	Buy	157,633 +5,526	+4%	+$538K	0.03%	542
2023 Q3	$14.7M	Sell	152,107 -224,577	-60%	-$21.8M	0.03%	527
2023 Q2	$36.8M	Sell	376,684 -27,348	-7%	-$2.69M	0.07%	251
2023 Q1	$40.1M	Sell	404,032 -56,734	-12%	-$5.55M	0.08%	213
2022 Q4	$44.7M	Buy	460,766 +111,252	+32%	+$10.8M	0.11%	184
2022 Q3	$33.6M	Sell	349,514 -298,446	-46%	-$29.9M	0.09%	215
2022 Q2	$65.7M	Buy	647,960 +79,356	+14%	+$8.19M	0.17%	119
2022 Q1	$59.7M	Buy	568,604 +42,279	+8%	+$4.45M	0.14%	146
2021 Q4	$55.7M	Buy	526,325 +80,624	+18%	+$8.54M	0.13%	159
2021 Q3	$47.1M	Buy	445,701 +27,122	+6%	+$2.88M	0.12%	173
2021 Q2	$44.5M	Buy	418,579 +47,615	+13%	+$5.06M	0.11%	180
2021 Q1	$39.2M	Buy	370,964 +31,675	+9%	+$3.33M	0.11%	189
2020 Q4	$35.4M	Buy	339,289 +195,518	+136%	+$20.3M	0.11%	195
2020 Q3	$15M	Buy	143,771 +107,109	+292%	+$11.1M	0.05%	327
2020 Q2	$3.75M	Buy	36,662 +532	+1%	+$54K	0.01%	711
2020 Q1	$3.61M	Buy	36,130 +11,839	+49%	+$1.19M	0.02%	645
2019 Q4	$2.45M	Buy	24,291 +5,968	+33%	+$599K	0.01%	927
2019 Q3	$1.83M	Sell	18,323 -26	-0.1%	-$2.6K	0.01%	1018
2019 Q2	$1.84M	Buy	18,349 +408	+2%	+$40.8K	0.01%	1005
2019 Q1	$1.79M	Buy	17,941 +10,960	+157%	+$1.08M	0.01%	974
2018 Q4	$684K	Sell	6,981 -1,541	-18%	-$151K	﹤0.01%	1431
2018 Q3	$841K	Sell	8,522 -45	-0.5%	-$4.46K	﹤0.01%	1413
2018 Q2	$854K	Buy	8,567 +1,631	+24%	+$162K	﹤0.01%	1379
2018 Q1	$694K	Buy	6,936 +1,082	+18%	+$108K	﹤0.01%	1481
2017 Q4	$585K	Buy	5,854 +1,856	+46%	+$186K	﹤0.01%	1574
2017 Q3	$401K	Buy	3,998 +95	+2%	+$9.54K	﹤0.01%	1766
2017 Q2	$392K	Buy	3,903 +793	+25%	+$80K	﹤0.01%	1732
2017 Q1	$316K	Buy	3,110 +1,074	+53%	+$109K	﹤0.01%	1809
2016 Q4	$205K	Buy	+2,036	New	+$205K	﹤0.01%	2040

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Commonwealth Equity Services's STIP Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 31% in Q2 2026, selling an estimated $3.44M and leaving 73,620 shares worth $7.52M. The position accounts for 0.01% of the portfolio, ranked #1117.

Commonwealth Equity Services first reported a position in STIP in Q4 2016 and has held it in 39 quarters since. The position peaked at $65.7M in Q2 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Commonwealth Equity Services held 73,620 shares of iShares 0-5 Year TIPS Bond ETF worth $7.52M as of Q2 2026.
Commonwealth Equity Services sold 33,401 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.44M.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1117 holding.
Commonwealth Equity Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and has held it in 39 quarters since.
Commonwealth Equity Services's iShares 0-5 Year TIPS Bond ETF position peaked at $65.7M in Q2 2022.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.