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Copperleaf Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Copperleaf Capital’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
2025
Q3 		$827K Buy
+8,004
New +$826K 0.4% 58

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Copperleaf Capital's STIP Position: Q3 2025 in Review

Copperleaf Capital opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025: 8,004 shares worth $827K. The stake represents 0.4% of the portfolio and ranks #58 among its holdings.

765 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Copperleaf Capital held 8,004 shares of iShares 0-5 Year TIPS Bond ETF worth $827K as of Q3 2025.
  • iShares 0-5 Year TIPS Bond ETF was a new Copperleaf Capital position in Q3 2025.
  • iShares 0-5 Year TIPS Bond ETF made up 0.4% of Copperleaf Capital's portfolio in Q3 2025, its #58 holding.
  • 765 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.