Envestnet Portfolio Solutions
STIP icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return