Hanlon Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Hanlon Investment Management’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	$208K	Buy	+2,035	New	+$210K	0.11%	216
2026 Q1	–	Sell	-7,452	Closed	-$763K	–	241
2025 Q4	$763K	Sell	7,452 -827	-10%	-$85.1K	0.42%	87
2025 Q3	$856K	Buy	8,279 +1,190	+17%	+$123K	0.51%	59
2025 Q2	$730K	Buy	7,089 +1,297	+22%	+$133K	0.52%	66
2025 Q1	$599K	Buy	5,792 +3,240	+127%	+$330K	0.45%	69
2024 Q4	$257K	Buy	+2,552	New	+$257K	0.07%	161

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

Hanlon Investment Management's STIP Position: Q2 2026 in Review

Hanlon Investment Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,035 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #216 among its holdings. This is a return to the name: Hanlon Investment Management previously reported a position in STIP as recently as Q4 2025.

Hanlon Investment Management first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $856K in Q3 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Hanlon Investment Management held 2,035 shares of iShares 0-5 Year TIPS Bond ETF worth $208K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Hanlon Investment Management position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of Hanlon Investment Management's portfolio in Q2 2026, its #216 holding.
Hanlon Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
Hanlon Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $856K in Q3 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.