Corient Private Wealth
STIP icon

Corient Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Corient Private Wealth’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 		$12.5M Sell
122,705
-3,940
-3% -$406K 0.02% 573
2026
Q1 		$13M Sell
126,645
-3,209
-2% -$330K 0.02% 525
2025
Q4 		$13.3M Buy
129,854
+87,419
+206% +$9M 0.02% 492
2025
Q3 		$4.39M Sell
42,435
-100,993
-70% -$10.4M 0.01% 755
2025
Q2 		$14.8M Sell
143,428
-18,057
-11% -$1.85M 0.02% 442
2025
Q1 		$16.7M Sell
161,485
-8,117
-5% -$827K 0.03% 418
2024
Q4 		$16.8M Sell
169,602
-475
-0.3% -$47.9K 0.03% 422
2024
Q3 		$17.2M Sell
170,077
-5,683
-3% -$569K 0.03% 444
2024
Q2 		$17.5M Sell
175,760
-13,904
-7% -$1.38M 0.03% 410
2024
Q1 		$18.9M Sell
189,664
-103,798
-35% -$10.3M 0.03% 405
2023
Q4 		$28.9M Sell
293,462
-6,119
-2% -$596K 0.05% 321
2023
Q3 		$29M Sell
299,581
-7,182
-2% -$698K 0.07% 281
2023
Q2 		$29.9M Sell
306,763
-9,365
-3% -$921K 0.07% 269
2023
Q1 		$31.4M Buy
316,128
+188,190
+147% +$18.4M 0.08% 226
2022
Q4 		$13.7M Buy
+127,938
New +$12.4M 0.05% 316

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

Corient Private Wealth's STIP Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.1% in Q2 2026, selling an estimated $406K and leaving 122,705 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #573.

Corient Private Wealth first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.4M in Q1 2023. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Corient Private Wealth held 122,705 shares of iShares 0-5 Year TIPS Bond ETF worth $12.5M as of Q2 2026.
  • Corient Private Wealth sold 3,940 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $406K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #573 holding.
  • Corient Private Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $31.4M in Q1 2023.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.