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

CX Institutional’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 		$1K Buy
+12
New +$1.24K ﹤0.01% 1554
2019
Q3 		– Sell
-125
Closed -$13K – 938
2019
Q2 		$13K Buy
+125
New +$12.5K ﹤0.01% 452

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

CX Institutional's STIP Position: Q2 2026 in Review

CX Institutional opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings. This is a return to the name: CX Institutional previously reported a position in STIP as recently as Q2 2019.

CX Institutional first reported a position in STIP in Q2 2019 and has held it in 2 quarters since. The position peaked at $13K in Q2 2019. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • CX Institutional held 12 shares of iShares 0-5 Year TIPS Bond ETF worth $1K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new CX Institutional position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1554 holding.
  • CX Institutional first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2019 and has held it in 2 quarters since.
  • CX Institutional's iShares 0-5 Year TIPS Bond ETF position peaked at $13K in Q2 2019.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.