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

Greenleaf 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	$505K	Hold	4,880	–	–	0.01%	488
2025 Q4	$500K	Hold	4,880	–	–	﹤0.01%	504
2025 Q3	$504K	Sell	4,880 -286	-6%	-$29.5K	﹤0.01%	497
2025 Q2	$532K	Sell	5,166 -1,647	-24%	-$169K	﹤0.01%	471
2025 Q1	$705K	Sell	6,813 -11,454	-63%	-$1.17M	0.01%	408
2024 Q4	$1.84M	Sell	18,267 -3,989	-18%	-$402K	0.02%	210
2024 Q3	$2.25M	Sell	22,256 -1,374	-6%	-$138K	0.02%	179
2024 Q2	$2.35M	Sell	23,630 -883	-4%	-$87.6K	0.02%	159
2024 Q1	$2.44M	Buy	24,513 +1,415	+6%	+$140K	0.02%	154
2023 Q4	$2.28M	Buy	23,098 +15,970	+224%	+$1.56M	0.02%	157
2023 Q3	$691K	Sell	7,128 -204	-3%	-$19.8K	0.01%	346
2023 Q2	$716K	Buy	7,332 +307	+4%	+$30.2K	0.01%	360
2023 Q1	$697K	Buy	7,025 +174	+3%	+$17K	0.01%	364
2022 Q4	$664K	Buy	6,851 +4,304	+169%	+$418K	0.01%	365
2022 Q3	$245K	Buy	+2,547	New	+$255K	﹤0.01%	614

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenleaf Trust's STIP Position: Q1 2026 in Review

Greenleaf Trust held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 4,880 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #488.

Greenleaf Trust first reported a position in STIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q1 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Greenleaf Trust held 4,880 shares of iShares 0-5 Year TIPS Bond ETF worth $505K as of Q1 2026.
Greenleaf Trust left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #488 holding.
Greenleaf Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
Greenleaf Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $2.44M in Q1 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.