Greenspring Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Greenspring Advisors’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	$4.23M	Buy	41,403 +818	+2%	+$84.4K	0.23%	59
2026 Q1	$4.2M	Buy	40,585 +1,314	+3%	+$135K	0.26%	53
2025 Q4	$4.02M	Buy	39,271 +35,707	+1,002%	+$3.68M	0.25%	53
2025 Q3	$368K	Buy	+3,564	New	+$368K	0.07%	73
2025 Q1	$657K	Buy	6,346 +1,282	+25%	+$131K	0.16%	45
2024 Q4	$509K	Buy	5,064 +2,779	+122%	+$280K	0.11%	49
2024 Q3	$232K	Hold	2,285	–	–	0.05%	83
2024 Q2	$227K	Hold	2,285	–	–	0.05%	67
2024 Q1	$227K	Hold	2,285	–	–	0.06%	68
2023 Q4	$225K	Hold	2,285	–	–	0.06%	64
2023 Q3	$221K	Hold	2,285	–	–	0.07%	61
2023 Q2	$223K	Sell	2,285 -29,292	-93%	-$2.88M	0.07%	63
2023 Q1	$3.13M	Sell	31,577 -4,597	-13%	-$449K	0.68%	18
2022 Q4	$3.51M	Sell	36,174 -1,812	-5%	-$176K	0.93%	14
2022 Q3	$3.65M	Sell	37,986 -985	-3%	-$98.6K	1.12%	8
2022 Q2	$3.95M	Sell	38,971 -3,378	-8%	-$349K	1.16%	8
2022 Q1	$4.44M	Buy	42,349 +33,820	+397%	+$3.56M	1.18%	7
2021 Q4	$903K	Buy	+8,529	New	+$904K	0.23%	36

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Greenspring Advisors's STIP Position: Q2 2026 in Review

Greenspring Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2% in Q2 2026, buying an estimated $84.4K and bringing the position to 41,403 shares worth $4.23M. The position accounts for 0.23% of the portfolio, ranked #59.

Greenspring Advisors first reported a position in STIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.44M in Q1 2022. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Greenspring Advisors held 41,403 shares of iShares 0-5 Year TIPS Bond ETF worth $4.23M as of Q2 2026.
Greenspring Advisors bought 818 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $84.4K.
iShares 0-5 Year TIPS Bond ETF made up 0.23% of Greenspring Advisors's portfolio in Q2 2026, its #59 holding.
Greenspring Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
Greenspring Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $4.44M in Q1 2022.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.