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Deane Retirement Strategies’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Deane Retirement Strategies’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 		$19.5M Sell
190,880
-7,196
-4% -$742K 8.26% 2
2026
Q1 		$20.5M Buy
198,076
+197,980
+206,229% +$20.4M 8.24% 2
2025
Q4 		$107K Sell
96
-167,900
-100% -$17.3M 0.04% 42
2025
Q3 		$17.4M Buy
167,996
+47,498
+39% +$4.9M 7.47% 2
2025
Q2 		$12.4M Buy
+120,498
New +$12.4M 5.56% 3
2024
Q4 		– Sell
-608
Closed -$61.6K – 81
2024
Q3 		$61.6K Buy
608
+67
+12% +$6.71K 0.03% 53
2024
Q2 		$53.8K Buy
+541
New +$53.7K 0.03% 57
2023
Q1 		– Sell
-2,688
Closed -$261K – 78
2022
Q4 		$261K Sell
2,688
-265,848
-99% -$25.8M 0.15% 46
2022
Q3 		$25.8M Buy
268,536
+8,814
+3% +$883K 15.84% 2
2022
Q2 		$26.4M Sell
259,722
-5,260
-2% -$543K 16.43% 2
2022
Q1 		$27.5M Buy
264,982
+131,444
+98% +$13.8M 15.21% 1
2021
Q4 		$14.1M Buy
133,538
+1,716
+1% +$182K 7.46% 2
2021
Q3 		$13.9M Buy
131,822
+71,733
+119% +$7.61M 7.79% 2
2021
Q2 		$6.39M Buy
60,089
+820
+1% +$87.1K 3.51% 7
2021
Q1 		$6.26M Buy
59,269
+1,932
+3% +$203K 3.37% 7
2020
Q4 		$5.99M Sell
57,337
-331
-0.6% -$34.3K 3.65% 7
2020
Q3 		$6M Buy
+57,668
New +$5.97M 4.07% 9
2020
Q1 		– Sell
-10
Closed -$1K – 73
2019
Q4 		$1K Hold
10
– – ﹤0.01% 62
2019
Q3 		$1K Hold
10
– – ﹤0.01% 46
2019
Q2 		$1K Hold
10
– – ﹤0.01% 49
2019
Q1 		$1K Hold
10
– – ﹤0.01% 51
2018
Q4 		$1K Sell
10
-70,744
-100% -$6.94M ﹤0.01% 52
2018
Q3 		$0 Sell
70,754
-79
-0.1% -$7.82K ﹤0.01% 61
2018
Q2 		$7.06M Buy
70,833
+1,285
+2% +$128K 6.71% 4
2018
Q1 		$6.96M Buy
+69,548
New +$6.94M 7.13% 4

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

Deane Retirement Strategies's STIP Position: Q2 2026 in Review

Deane Retirement Strategies reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.6% in Q2 2026, selling an estimated $742K and leaving 190,880 shares worth $19.5M. The position accounts for 8.26% of the portfolio, ranked #2.

Deane Retirement Strategies first reported a position in STIP in Q1 2018 and has held it in 25 quarters since. The position peaked at $27.5M in Q1 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Deane Retirement Strategies held 190,880 shares of iShares 0-5 Year TIPS Bond ETF worth $19.5M as of Q2 2026.
  • Deane Retirement Strategies sold 7,196 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $742K.
  • iShares 0-5 Year TIPS Bond ETF made up 8.26% of Deane Retirement Strategies's portfolio in Q2 2026, its #2 holding.
  • Deane Retirement Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • Deane Retirement Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $27.5M in Q1 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.