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Harbour Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Harbour Investments’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 		$651K Buy
6,376
+136
+2% +$14K 0.01% 996
2026
Q1 		$645K Buy
6,240
+4,629
+287% +$477K 0.01% 932
2025
Q4 		$165K Sell
1,611
-1,519
-49% -$156K ﹤0.01% 1379
2025
Q3 		$323K Buy
3,130
+484
+18% +$49.9K 0.01% 1019
2025
Q2 		$272K Buy
2,646
+1,382
+109% +$142K 0.01% 1037
2025
Q1 		$131K Sell
1,264
-21
-2% -$2.14K ﹤0.01% 1292
2024
Q4 		$129K Sell
1,285
-379
-23% -$38.2K ﹤0.01% 1242
2024
Q3 		$169K Buy
1,664
+129
+8% +$12.9K 0.01% 1084
2024
Q2 		$153K Sell
1,535
-581
-27% -$57.6K 0.01% 1051
2024
Q1 		$210K Buy
2,116
+32
+2% +$3.16K 0.01% 899
2023
Q4 		$205K Buy
2,084
+17
+0.8% +$1.66K 0.01% 846
2023
Q3 		$200K Sell
2,067
-5
-0.2% -$486 0.01% 791
2023
Q2 		$202K Sell
2,072
-14,916
-88% -$1.47M 0.01% 796
2023
Q1 		$1.69M Sell
16,988
-1,445
-8% -$141K 0.09% 211
2022
Q4 		$1.79M Buy
18,433
+15,087
+451% +$1.47M 0.11% 188
2022
Q3 		$339K Hold
3,346
– – 0.02% 516
2022
Q2 		$339K Buy
+3,346
New +$345K 0.02% 516
2021
Q4 		$180K Sell
1,698
-40,006
-96% -$4.24M 0.01% 760
2021
Q3 		$4.41M Buy
41,704
+11,318
+37% +$1.2M 0.14% 134
2021
Q2 		$3.23M Sell
30,386
-4,184
-12% -$444K 0.1% 186
2021
Q1 		$3.65M Buy
+34,570
New +$3.64M 0.13% 147

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

Harbour Investments's STIP Position: Q2 2026 in Review

Harbour Investments increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.2% in Q2 2026, buying an estimated $14K and bringing the position to 6,376 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #996.

Harbour Investments first reported a position in STIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.41M in Q3 2021. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Harbour Investments held 6,376 shares of iShares 0-5 Year TIPS Bond ETF worth $651K as of Q2 2026.
  • Harbour Investments bought 136 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $14K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #996 holding.
  • Harbour Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $4.41M in Q3 2021.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.