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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
Q2 		$599K Buy
5,861
+981
+20% +$101K 0.01% 469
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
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

Greenleaf Trust's STIP Position: Q2 2026 in Review

Greenleaf Trust increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 20% in Q2 2026, buying an estimated $101K and bringing the position to 5,861 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #469.

Greenleaf Trust first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.44M in Q1 2024. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Greenleaf Trust held 5,861 shares of iShares 0-5 Year TIPS Bond ETF worth $599K as of Q2 2026.
  • Greenleaf Trust bought 981 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $101K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #469 holding.
  • Greenleaf Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Greenleaf Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $2.44M in Q1 2024.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.