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

Covestor’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 Q3	$35K	Sell	348 -6	-2%	-$605	0.02%	901
2026 Q2	$36K	Buy	354 +56	+19%	+$5.78K	0.02%	948
2026 Q1	$31K	Buy	298 +34	+13%	+$3.5K	0.02%	946
2025 Q4	$27K	Buy	264 +5	+2%	+$515	0.01%	1152
2025 Q3	$27K	Buy	259 +14	+6%	+$1.44K	0.01%	1172
2025 Q2	$25K	Buy	+245	New	+$25.1K	0.01%	1173
2023 Q3	–	Sell	-173	Closed	-$17K	–	2688
2023 Q2	$17K	Buy	173 +5	+3%	+$492	0.01%	1213
2023 Q1	$17K	Sell	168 -34	-17%	-$3.32K	0.01%	1068
2022 Q4	$20K	Buy	202 +11	+6%	+$1.07K	0.02%	1037
2022 Q3	$18K	Sell	191 -231	-55%	-$23.1K	0.02%	1035
2022 Q2	$43K	Buy	422 +104	+33%	+$10.7K	0.03%	786
2022 Q1	$33K	Buy	+318	New	+$33.5K	0.02%	933

Other funds holding STIP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Covestor's STIP Position: Q3 2026 in Review

Covestor reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q3 2026, selling an estimated $605 and leaving 348 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #901.

Covestor first reported a position in STIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $43K in Q2 2022. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Covestor held 348 shares of iShares 0-5 Year TIPS Bond ETF worth $35K as of Q3 2026.
Covestor sold 6 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $605.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Covestor's portfolio in Q3 2026, its #901 holding.
Covestor first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 12 quarters since.
Covestor's iShares 0-5 Year TIPS Bond ETF position peaked at $43K in Q2 2022.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.