Envestnet Portfolio Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Envestnet Portfolio Solutions’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	$8.8M	Buy	86,146 +68,220	+381%	+$7.04M	0.04%	235
2026 Q1	$1.85M	Sell	17,926 -2,679	-13%	-$276K	0.01%	477
2025 Q4	$2.11M	Sell	20,605 -242,324	-92%	-$24.9M	0.01%	532
2025 Q3	$27.2M	Sell	262,929 -4,682	-2%	-$483K	0.1%	107
2025 Q2	$27.5M	Buy	267,611 +225,775	+540%	+$23.2M	0.1%	105
2025 Q1	$4.33M	Buy	41,836 +20,024	+92%	+$2.04M	0.02%	396
2024 Q4	$2.19M	Buy	21,812 +1,165	+6%	+$117K	0.01%	636
2024 Q3	$2.09M	Buy	20,647 +9,065	+78%	+$908K	0.01%	647
2024 Q2	$1.15M	Sell	11,582 -3,574	-24%	-$355K	﹤0.01%	811
2024 Q1	$1.51M	Buy	15,156 +1,969	+15%	+$195K	0.01%	718
2023 Q4	$1.3M	Sell	13,187 -5,790	-31%	-$564K	0.01%	715
2023 Q3	$1.84M	Buy	+18,977	New	+$1.84M	0.01%	561

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

Envestnet Portfolio Solutions's STIP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 381% in Q2 2026, buying an estimated $7.04M and bringing the position to 86,146 shares worth $8.8M. The position accounts for 0.04% of the portfolio, ranked #235.

Envestnet Portfolio Solutions first reported a position in STIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.5M in Q2 2025. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Envestnet Portfolio Solutions held 86,146 shares of iShares 0-5 Year TIPS Bond ETF worth $8.8M as of Q2 2026.
Envestnet Portfolio Solutions bought 68,220 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $7.04M.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #235 holding.
Envestnet Portfolio Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $27.5M in Q2 2025.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.