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

Crewe Advisors’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 		$83.4K Buy
+816
New +$84.2K 0.01% 365
2023
Q4 		– Sell
-41
Closed -$3.97K – 663
2023
Q3 		$3.97K Hold
41
– – ﹤0.01% 307
2023
Q2 		$4K Sell
41
-624
-94% -$61.4K ﹤0.01% 490
2023
Q1 		$66K Buy
665
+388
+140% +$37.9K 0.01% 279
2022
Q4 		$26.9K Buy
+277
New +$26.9K ﹤0.01% 375

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 22.9% 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

Crewe Advisors's STIP Position: Q2 2026 in Review

Crewe Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 816 shares worth $83.4K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in STIP as recently as Q3 2023.

Crewe Advisors first reported a position in STIP in Q4 2022 and has held it in 5 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Crewe Advisors held 816 shares of iShares 0-5 Year TIPS Bond ETF worth $83.4K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Crewe Advisors position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #365 holding.
  • Crewe Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 5 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.