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WELLINGTON-ALTUS USA INC.’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$361K Sell
3,492
-385
-10% -$39.7K 0.26% 83
2026
Q1 		$396K Buy
3,877
+277
+8% +$28.5K 0.23% 99
2025
Q4 		$369K Buy
+3,600
New +$371K 0.27% 79

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WELLINGTON-ALTUS USA INC.'s STIP Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.9% in Q2 2026, selling an estimated $39.7K and leaving 3,492 shares worth $361K. The position accounts for 0.26% of the portfolio, ranked #83.

WELLINGTON-ALTUS USA INC. first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $396K in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 3,492 shares of iShares 0-5 Year TIPS Bond ETF worth $361K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 385 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $39.7K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.26% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #83 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares 0-5 Year TIPS Bond ETF position peaked at $396K in Q1 2026.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.