ESL Trust Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

ESL Trust Services’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	–	Sell	-52	Closed	-$5.38K	–	274
2026 Q1	$5.38K	Hold	52	–	–	﹤0.01%	228
2025 Q4	$5.32K	Buy	+52	New	+$5.35K	﹤0.01%	229

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

ESL Trust Services's STIP Position: Q2 2026 in Review

ESL Trust Services sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 52 shares — an estimated $5.38K sold.

ESL Trust Services first reported a position in STIP in Q4 2025 and held it in 2 quarters. The position peaked at $5.38K in Q1 2026. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

ESL Trust Services reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
ESL Trust Services sold 52 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.38K.
ESL Trust Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
ESL Trust Services's iShares 0-5 Year TIPS Bond ETF position peaked at $5.38K in Q1 2026.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.