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

Disciplined Investments’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 		$706K Buy
6,913
+891
+15% +$91.9K 0.23% 72
2026
Q1 		$623K Sell
6,022
-100
-2% -$10.3K 0.22% 73
2025
Q4 		$627K Buy
6,122
+3
+0% +$309 0.24% 72
2025
Q3 		$632K Sell
6,119
-32
-0.5% -$3.3K 0.25% 73
2025
Q2 		$633K Buy
6,151
+3
+0% +$308 0.27% 69
2025
Q1 		$636K Sell
6,148
-180
-3% -$18.3K 0.29% 70
2024
Q4 		$637K Sell
6,328
-425
-6% -$42.8K 0.31% 72
2024
Q3 		$684K Sell
6,753
-2,764
-29% -$277K 0.34% 68
2024
Q2 		$947K Sell
9,517
-1,029
-10% -$102K 0.5% 50
2024
Q1 		$1.05M Sell
10,546
-806
-7% -$79.7K 0.57% 49
2023
Q4 		$1.12M Sell
11,352
-2,425
-18% -$236K 0.66% 48
2023
Q3 		$1.34M Sell
13,777
-3,199
-19% -$311K 0.81% 41
2023
Q2 		$1.66M Sell
16,976
-7,110
-30% -$699K 0.89% 35
2023
Q1 		$2.39M Sell
24,086
-3,701
-13% -$362K 1.01% 32
2022
Q4 		$2.69M Sell
27,787
-20,065
-42% -$1.95M 1.32% 24
2022
Q3 		$4.6M Sell
47,852
-423
-0.9% -$42.4K 2.11% 11
2022
Q2 		$4.9M Buy
48,275
+3,328
+7% +$344K 2.21% 9
2022
Q1 		$4.72M Sell
44,947
-4,315
-9% -$454K 1.95% 13
2021
Q4 		$5.22M Buy
49,262
+3,028
+7% +$321K 2.3% 8
2021
Q3 		$4.88M Buy
46,234
+1,108
+2% +$118K 2.37% 8
2021
Q2 		$4.8M Buy
45,126
+6,042
+15% +$642K 2.46% 7
2021
Q1 		$4.13M Buy
39,084
+135
+0.3% +$14.2K 2.43% 8
2020
Q4 		$4.07M Sell
38,949
-3,012
-7% -$312K 2.72% 8
2020
Q3 		$4.37M Buy
41,961
+52
+0.1% +$5.38K 3.22% 4
2020
Q2 		$4.29M Buy
41,909
+3,904
+10% +$396K 3.34% 4
2020
Q1 		$3.8M Sell
38,005
-2,327
-6% -$234K 3.61% 4
2019
Q4 		$4.06M Buy
+40,332
New +$4.05M 3.43% 5

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

Disciplined Investments's STIP Position: Q2 2026 in Review

Disciplined Investments increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2026, buying an estimated $91.9K and bringing the position to 6,913 shares worth $706K. The position accounts for 0.23% of the portfolio, ranked #72.

Disciplined Investments first reported a position in STIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.22M in Q4 2021. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Disciplined Investments held 6,913 shares of iShares 0-5 Year TIPS Bond ETF worth $706K as of Q2 2026.
  • Disciplined Investments bought 891 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $91.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.23% of Disciplined Investments's portfolio in Q2 2026, its #72 holding.
  • Disciplined Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Disciplined Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $5.22M in Q4 2021.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.