Envestnet Asset Management
STIP icon

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

Envestnet 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 		$204M Buy
1,995,879
+870,609
+77% +$89.8M 0.05% 354
2026
Q1 		$116M Buy
1,125,270
+266,983
+31% +$27.5M 0.03% 483
2025
Q4 		$87.9M Sell
858,287
-2,461,593
-74% -$253M 0.03% 535
2025
Q3 		$343M Buy
3,319,880
+74,802
+2% +$7.71M 0.1% 187
2025
Q2 		$334M Buy
3,245,078
+2,533,763
+356% +$260M 0.1% 190
2025
Q1 		$73.6M Buy
711,315
+195,259
+38% +$19.9M 0.02% 563
2024
Q4 		$51.9M Sell
516,056
-104,223
-17% -$10.5M 0.02% 703
2024
Q3 		$62.8M Buy
620,279
+8,188
+1% +$820K 0.02% 621
2024
Q2 		$60.9M Sell
612,091
-425,546
-41% -$42.2M 0.02% 596
2024
Q1 		$103M Sell
1,037,637
-23,819
-2% -$2.35M 0.04% 441
2023
Q4 		$105M Sell
1,061,456
-117,145
-10% -$11.4M 0.04% 401
2023
Q3 		$114M Buy
1,178,601
+95,493
+9% +$9.28M 0.05% 350
2023
Q2 		$106M Buy
1,083,108
+58,251
+6% +$5.73M 0.05% 328
2023
Q1 		$102M Sell
1,024,857
-242,754
-19% -$23.7M 0.05% 324
2022
Q4 		$123M Buy
1,267,611
+150,936
+14% +$14.7M 0.06% 265
2022
Q3 		$107M Buy
1,116,675
+249,192
+29% +$25M 0.06% 268
2022
Q2 		$88M Buy
867,483
+232,552
+37% +$24M 0.05% 311
2022
Q1 		$66.6M Buy
634,931
+83,789
+15% +$8.82M 0.03% 396
2021
Q4 		$58.4M Buy
551,142
+126,264
+30% +$13.4M 0.03% 440
2021
Q3 		$44.9M Buy
424,878
+71,417
+20% +$7.58M 0.02% 493
2021
Q2 		$37.6M Buy
353,461
+121,242
+52% +$12.9M 0.02% 541
2021
Q1 		$24.6M Buy
232,219
+183,044
+372% +$19.3M 0.02% 647
2020
Q4 		$5.13M Sell
49,175
-34,698
-41% -$3.6M ﹤0.01% 1264
2020
Q3 		$8.73M Sell
83,873
-25,692
-23% -$2.66M 0.01% 874
2020
Q2 		$11.2M Buy
109,565
+21,308
+24% +$2.16M 0.01% 731
2020
Q1 		$8.82M Sell
88,257
-7,454
-8% -$749K 0.01% 735
2019
Q4 		$9.64M Buy
95,711
+13,277
+16% +$1.33M 0.01% 821
2019
Q3 		$8.26M Sell
82,434
-26,198
-24% -$2.62M 0.01% 836
2019
Q2 		$10.9M Sell
108,632
-2,407
-2% -$241K 0.01% 691
2019
Q1 		$11.1M Sell
111,039
-13,574
-11% -$1.34M 0.02% 643
2018
Q4 		$12.2M Sell
124,613
-22,481
-15% -$2.21M 0.02% 528
2018
Q3 		$14.5M Buy
147,094
+102,302
+228% +$10.1M 0.03% 241
2018
Q2 		$4.46M Sell
44,792
-20,800
-32% -$2.07M 0.01% 530
2018
Q1 		$6.53M Sell
65,592
-5,809
-8% -$580K 0.02% 332
2017
Q4 		$7.13M Sell
71,401
-1,181
-2% -$118K 0.02% 483
2017
Q3 		$7.29M Buy
72,582
+15,199
+26% +$1.53M 0.02% 449
2017
Q2 		$5.76M Buy
57,383
+15,812
+38% +$1.6M 0.02% 523
2017
Q1 		$4.22M Buy
+41,571
New +$4.2M 0.01% 631
2016
Q4 		– Sell
-28,111
Closed -$2.84M – 3318
2016
Q3 		$2.84M Sell
28,111
-167,409
-86% -$16.9M 0.01% 794
2016
Q2 		$19.8M Buy
195,520
+2,734
+1% +$275K 0.08% 217
2016
Q1 		$19.4M Buy
192,786
+29,402
+18% +$2.92M 0.08% 210
2015
Q4 		$16.2M Buy
163,384
+27,624
+20% +$2.74M 0.07% 243
2015
Q3 		$13.5M Buy
135,760
+12,637
+10% +$1.26M 0.07% 245
2015
Q2 		$12.3M Buy
123,123
+19,138
+18% +$1.91M 0.06% 306
2015
Q1 		$10.3M Buy
103,985
+35,254
+51% +$3.5M 0.05% 347
2014
Q4 		$6.81M Buy
68,731
+53,745
+359% +$5.38M 0.07% 178
2014
Q3 		$1.51M Buy
14,986
+6,402
+75% +$650K 0.02% 476
2014
Q2 		$880K Buy
8,584
+6,047
+238% +$616K 0.01% 591
2014
Q1 		$257K Buy
+2,537
New +$257K ﹤0.01% 833

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Envestnet Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 77% in Q2 2026, buying an estimated $89.8M and bringing the position to 1,995,879 shares worth $204M. The position accounts for 0.05% of the portfolio, ranked #354.

Envestnet Asset Management first reported a position in STIP in Q1 2014 and has held it in 49 quarters since. The position peaked at $343M in Q3 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Envestnet Asset Management held 1,995,879 shares of iShares 0-5 Year TIPS Bond ETF worth $204M as of Q2 2026.
  • Envestnet Asset Management bought 870,609 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $89.8M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Envestnet Asset Management's portfolio in Q2 2026, its #354 holding.
  • Envestnet Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2014 and has held it in 49 quarters since.
  • Envestnet Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $343M in Q3 2025.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.