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Estate Counselors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Estate Counselors’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 		$21M Buy
205,090
+146,565
+250% +$15.1M 1.8% 9
2026
Q1 		$6.05M Buy
+58,525
New +$6.03M 0.54% 26
2025
Q4 		– Sell
-104,205
Closed -$10.8M – 104
2025
Q3 		$10.8M Buy
104,205
+15,685
+18% +$1.62M 0.92% 15
2025
Q2 		$9.11M Buy
88,520
+605
+0.7% +$62.1K 0.9% 16
2025
Q1 		$9.1M Buy
+87,915
New +$8.96M 0.94% 13
2023
Q4 		– Sell
-332,604
Closed -$32.2M – 134
2023
Q3 		$32.2M Sell
332,604
-11,740
-3% -$1.14M 4.29% 4
2023
Q2 		$33.6M Sell
344,344
-525
-0.2% -$51.6K 4.26% 4
2023
Q1 		$34.2M Buy
344,869
+78,279
+29% +$7.65M 4.52% 2
2022
Q4 		$25.8M Buy
266,590
+25,020
+10% +$2.43M 3.61% 4
2022
Q3 		$23.2M Buy
241,570
+86,065
+55% +$8.62M 3.59% 6
2022
Q2 		$15.8M Buy
155,505
+4,909
+3% +$507K 2.35% 12
2022
Q1 		$15.8M Buy
150,596
+16,932
+13% +$1.78M 2.05% 15
2021
Q4 		$14.2M Sell
133,664
-52,181
-28% -$5.53M 1.72% 20
2021
Q3 		$19.6M Sell
185,845
-132,665
-42% -$14.1M 2.46% 7
2021
Q2 		$33.9M Buy
318,510
+59,095
+23% +$6.28M 4.44% 3
2021
Q1 		$27.4M Buy
259,415
+3,545
+1% +$373K 4.02% 4
2020
Q4 		$26.7M Sell
255,870
-26,250
-9% -$2.72M 4.02% 5
2020
Q3 		$29.4M Buy
282,120
+45,665
+19% +$4.72M 4.56% 4
2020
Q2 		$24.3M Buy
236,455
+52,150
+28% +$5.29M 3.88% 3
2020
Q1 		$18.4M Buy
184,305
+40,130
+28% +$4.03M 3.03% 5
2019
Q4 		$14.5M Buy
+144,175
New +$14.5M 2.13% 13

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
Envestnet Asset Management
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
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

Estate Counselors's STIP Position: Q2 2026 in Review

Estate Counselors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 250% in Q2 2026, buying an estimated $15.1M and bringing the position to 205,090 shares worth $21M. The position accounts for 1.8% of the portfolio, ranked #9.

Estate Counselors first reported a position in STIP in Q4 2019 and has held it in 21 quarters since. The position peaked at $34.2M in Q1 2023. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Estate Counselors held 205,090 shares of iShares 0-5 Year TIPS Bond ETF worth $21M as of Q2 2026.
  • Estate Counselors bought 146,565 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $15.1M.
  • iShares 0-5 Year TIPS Bond ETF made up 1.8% of Estate Counselors's portfolio in Q2 2026, its #9 holding.
  • Estate Counselors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Estate Counselors's iShares 0-5 Year TIPS Bond ETF position peaked at $34.2M in Q1 2023.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.