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 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 $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Covestor's STIP Position: Q1 2026 in Review

Covestor increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 13% in Q1 2026, buying an estimated $3.5K and bringing the position to 298 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #946.

Covestor first reported a position in STIP in Q1 2022 and has held it in 10 quarters since. The position peaked at $43K in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Covestor held 298 shares of iShares 0-5 Year TIPS Bond ETF worth $31K as of Q1 2026.
Covestor bought 34 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.5K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Covestor's portfolio in Q1 2026, its #946 holding.
Covestor first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 10 quarters since.
Covestor's iShares 0-5 Year TIPS Bond ETF position peaked at $43K in Q2 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.