F.L. Putnam Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

F.L. Putnam Investment Management’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	$98.6M	Buy	964,676 +29,250	+3%	+$3.02M	1.17%	19
2026 Q1	$96.8M	Buy	935,426 +21,097	+2%	+$2.17M	1.44%	14
2025 Q4	$93.6M	Buy	914,329 +52,085	+6%	+$5.36M	1.36%	14
2025 Q3	$89.1M	Buy	862,244 +53,436	+7%	+$5.51M	1.33%	14
2025 Q2	$83.2M	Buy	808,808 +68,202	+9%	+$7M	1.43%	13
2025 Q1	$76.6M	Buy	740,606 +34,733	+5%	+$3.54M	1.44%	14
2024 Q4	$71M	Buy	705,873 +251,606	+55%	+$25.4M	1.3%	14
2024 Q3	$46M	Buy	454,267 +34,522	+8%	+$3.46M	0.83%	24
2024 Q2	$41.8M	Buy	419,745 +23,684	+6%	+$2.35M	0.78%	27
2024 Q1	$39.4M	Buy	396,061 +29,398	+8%	+$2.91M	0.84%	27
2023 Q4	$36.1M	Buy	366,663 +20,396	+6%	+$1.99M	0.85%	27
2023 Q3	$33.6M	Buy	346,267 +38,806	+13%	+$3.77M	0.93%	24
2023 Q2	$30M	Buy	307,461 +17,717	+6%	+$1.74M	0.82%	30
2023 Q1	$28.8M	Buy	289,744 +14,042	+5%	+$1.37M	0.94%	27
2022 Q4	$26.7M	Buy	275,702 +26,506	+11%	+$2.58M	0.97%	28
2022 Q3	$23.9M	Buy	249,196 +35,309	+17%	+$3.54M	0.93%	31
2022 Q2	$21.7M	Buy	213,887 +27,518	+15%	+$2.84M	0.8%	32
2022 Q1	$19.6M	Buy	186,369 +116,266	+166%	+$12.2M	0.62%	42
2021 Q4	$7.42M	Buy	70,103 +8,390	+14%	+$889K	0.23%	88
2021 Q3	$6.52M	Buy	61,713 +4,791	+8%	+$508K	0.22%	91
2021 Q2	$6.05M	Buy	+56,922	New	+$6.04M	0.21%	94

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

F.L. Putnam Investment Management's STIP Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.1% in Q2 2026, buying an estimated $3.02M and bringing the position to 964,676 shares worth $98.6M. The position accounts for 1.17% of the portfolio, ranked #19.

F.L. Putnam Investment Management first reported a position in STIP in Q2 2021 and has held it in 21 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

F.L. Putnam Investment Management held 964,676 shares of iShares 0-5 Year TIPS Bond ETF worth $98.6M as of Q2 2026.
F.L. Putnam Investment Management bought 29,250 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.02M.
iShares 0-5 Year TIPS Bond ETF made up 1.17% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #19 holding.
F.L. Putnam Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 21 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.