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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
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
BlackRock New York $5.72T 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 $377B 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

F.L. Putnam Investment Management's STIP Position: Q1 2026 in Review

F.L. Putnam Investment Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.3% in Q1 2026, buying an estimated $2.17M and bringing the position to 935,426 shares worth $96.8M. The position accounts for 1.44% of the portfolio, ranked #14.

F.L. Putnam Investment Management first reported a position in STIP in Q2 2021 and has held it in 20 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • F.L. Putnam Investment Management held 935,426 shares of iShares 0-5 Year TIPS Bond ETF worth $96.8M as of Q1 2026.
  • F.L. Putnam Investment Management bought 21,097 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.17M.
  • iShares 0-5 Year TIPS Bond ETF made up 1.44% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #14 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 20 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.