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First Bank & Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First Bank & 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
Q2 		$878K Buy
8,595
+1,788
+26% +$184K 0.13% 124
2026
Q1 		$704K Buy
6,807
+3,089
+83% +$318K 0.11% 123
2025
Q4 		$381K Buy
3,718
+1,574
+73% +$162K 0.06% 184
2025
Q3 		$222K Buy
+2,144
New +$221K 0.04% 242

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

First Bank & Trust's STIP Position: Q2 2026 in Review

First Bank & Trust increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 26% in Q2 2026, buying an estimated $184K and bringing the position to 8,595 shares worth $878K. The position accounts for 0.13% of the portfolio, ranked #124.

First Bank & Trust first reported a position in STIP in Q3 2025 and has held it in 4 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • First Bank & Trust held 8,595 shares of iShares 0-5 Year TIPS Bond ETF worth $878K as of Q2 2026.
  • First Bank & Trust bought 1,788 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $184K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of First Bank & Trust's portfolio in Q2 2026, its #124 holding.
  • First Bank & Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.