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Empirical Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Empirical Asset Management’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 		$995K Buy
9,735
+935
+11% +$96.4K 0.22% 118
2026
Q1 		$910K Buy
8,800
+231
+3% +$23.8K 0.24% 113
2025
Q4 		$877K Sell
8,569
-660
-7% -$67.9K 0.25% 115
2025
Q3 		$954K Buy
9,229
+919
+11% +$94.8K 0.26% 99
2025
Q2 		$855K Buy
8,310
+1,834
+28% +$188K 0.26% 106
2025
Q1 		$670K Buy
6,476
+685
+12% +$69.8K 0.23% 130
2024
Q4 		$583K Buy
5,791
+411
+8% +$41.4K 0.19% 148
2024
Q3 		$545K Sell
5,380
-2,419
-31% -$242K 0.19% 157
2024
Q2 		$776K Sell
7,799
-918
-11% -$91.1K 0.29% 91
2024
Q1 		$867K Buy
8,717
+2
+0% +$198 0.42% 66
2023
Q4 		$859K Sell
8,715
-296
-3% -$28.8K 0.7% 44
2023
Q3 		$873K Buy
9,011
+218
+2% +$21.2K 0.76% 34
2023
Q2 		$858K Buy
8,793
+460
+6% +$45.3K 0.76% 40
2023
Q1 		$827K Buy
+8,333
New +$815K 0.79% 40

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

Empirical Asset Management's STIP Position: Q2 2026 in Review

Empirical Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, buying an estimated $96.4K and bringing the position to 9,735 shares worth $995K. The position accounts for 0.22% of the portfolio, ranked #118.

Empirical Asset Management first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Empirical Asset Management held 9,735 shares of iShares 0-5 Year TIPS Bond ETF worth $995K as of Q2 2026.
  • Empirical Asset Management bought 935 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $96.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.22% of Empirical Asset Management's portfolio in Q2 2026, its #118 holding.
  • Empirical Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.