Empowered Funds’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Empowered Funds’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	$51.7M	Buy	512,062 +4,061	+0.8%	+$419K	0.27%	62
2026 Q1	$52.4M	Sell	508,001 -8,639	-2%	-$889K	0.33%	45
2025 Q4	$52.9M	Buy	516,640 +41,527	+9%	+$4.27M	0.9%	13
2025 Q3	$48.9M	Buy	475,113 +210,429	+80%	+$21.7M	0.49%	19
2025 Q2	$27.2M	Buy	264,684 +5,634	+2%	+$578K	0.31%	57
2025 Q1	$26.8M	Buy	259,050 +4,884	+2%	+$498K	0.38%	35
2024 Q4	$25.6M	Buy	254,166 +23,752	+10%	+$2.39M	0.37%	34
2024 Q3	$23.3M	Buy	230,414 +6,660	+3%	+$667K	0.37%	33
2024 Q2	$22.1M	Buy	223,754 +123,546	+123%	+$12.3M	0.38%	34
2024 Q1	$9.94M	Buy	+100,208	New	+$9.9M	0.18%	123
2022 Q3	–	Sell	-84,808	Closed	-$8.56M	–	377
2022 Q2	$8.56M	Buy	+84,808	New	+$8.76M	1.1%	14

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Empowered Funds's STIP Position: Q2 2026 in Review

Empowered Funds increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.8% in Q2 2026, buying an estimated $419K and bringing the position to 512,062 shares worth $51.7M. The position accounts for 0.27% of the portfolio, ranked #62.

Empowered Funds first reported a position in STIP in Q2 2022 and has held it in 11 quarters since. The position peaked at $52.9M in Q4 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Empowered Funds held 512,062 shares of iShares 0-5 Year TIPS Bond ETF worth $51.7M as of Q2 2026.
Empowered Funds bought 4,061 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $419K.
iShares 0-5 Year TIPS Bond ETF made up 0.27% of Empowered Funds's portfolio in Q2 2026, its #62 holding.
Empowered Funds first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 11 quarters since.
Empowered Funds's iShares 0-5 Year TIPS Bond ETF position peaked at $52.9M in Q4 2025.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.