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

Fiduciary Trust’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 		$397K Buy
3,843
+1,363
+55% +$140K ﹤0.01% 648
2025
Q4 		$254K Buy
2,480
+81
+3% +$8.34K ﹤0.01% 768
2025
Q3 		$248K Hold
2,399
– – ﹤0.01% 763
2025
Q2 		$247K Buy
2,399
+28
+1% +$2.87K ﹤0.01% 737
2025
Q1 		$245K Buy
+2,371
New +$242K ﹤0.01% 724
2024
Q4 		– Sell
-2,030
Closed -$206K – 707
2024
Q3 		$206K Sell
2,030
-18
-0.9% -$1.8K ﹤0.01% 630
2024
Q2 		$204K Sell
2,048
-230
-10% -$22.8K ﹤0.01% 605
2024
Q1 		$227K Sell
2,278
-679
-23% -$67.1K ﹤0.01% 605
2023
Q4 		$292K Sell
2,957
-754
-20% -$73.5K ﹤0.01% 545
2023
Q3 		$360K Sell
3,711
-472
-11% -$45.9K 0.01% 497
2023
Q2 		$408K Sell
4,183
-533
-11% -$52.4K 0.01% 489
2023
Q1 		$468K Buy
4,716
+1,905
+68% +$186K 0.01% 450
2022
Q4 		$273K Sell
2,811
-100
-3% -$9.71K 0.01% 560
2022
Q3 		$279K Hold
2,911
– – 0.01% 536
2022
Q2 		$295K Sell
2,911
-750
-20% -$77.4K 0.01% 544
2022
Q1 		$384K Sell
3,661
-215
-6% -$22.6K 0.01% 517
2021
Q4 		$411K Sell
3,876
-75
-2% -$7.95K 0.01% 504
2021
Q3 		$418K Buy
+3,951
New +$419K 0.01% 497

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

Fiduciary Trust's STIP Position: Q1 2026 in Review

Fiduciary Trust increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 55% in Q1 2026, buying an estimated $140K and bringing the position to 3,843 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Fiduciary Trust first reported a position in STIP in Q3 2021 and has held it in 18 quarters since. The position peaked at $468K in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Fiduciary Trust held 3,843 shares of iShares 0-5 Year TIPS Bond ETF worth $397K as of Q1 2026.
  • Fiduciary Trust bought 1,363 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $140K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #648 holding.
  • Fiduciary Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Fiduciary Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $468K in Q1 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.