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

Haverford Trust Company’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 		$74.4M Buy
728,697
+20,467
+3% +$2.11M 0.64% 48
2026
Q1 		$73.3M Buy
708,230
+41,700
+6% +$4.29M 0.67% 50
2025
Q4 		$68.2M Buy
666,530
+24,135
+4% +$2.48M 0.61% 48
2025
Q3 		$66.4M Buy
642,395
+21,159
+3% +$2.18M 0.6% 52
2025
Q2 		$63.9M Buy
621,236
+10,752
+2% +$1.1M 0.61% 49
2025
Q1 		$63.2M Buy
610,484
+17,695
+3% +$1.8M 0.64% 48
2024
Q4 		$59.6M Buy
592,789
+12,326
+2% +$1.24M 0.59% 50
2024
Q3 		$58.8M Sell
580,463
-5,673
-1% -$568K 0.57% 52
2024
Q2 		$58.3M Sell
586,136
-17,431
-3% -$1.73M 0.61% 48
2024
Q1 		$60M Buy
603,567
+5,707
+1% +$564K 0.63% 48
2023
Q4 		$58.9M Sell
597,860
-10,038
-2% -$978K 0.65% 44
2023
Q3 		$58.9M Sell
607,898
-55,842
-8% -$5.43M 0.72% 44
2023
Q2 		$64.8M Sell
663,740
-31,599
-5% -$3.11M 0.73% 42
2023
Q1 		$69M Sell
695,339
-1,215
-0.2% -$119K 0.82% 41
2022
Q4 		$67.5M Buy
696,554
+21,340
+3% +$2.07M 0.83% 40
2022
Q3 		$64.9M Buy
675,214
+520,328
+336% +$52.1M 0.89% 38
2022
Q2 		$15.7M Buy
154,886
+19,197
+14% +$1.98M 0.2% 71
2022
Q1 		$14.2M Buy
135,689
+30,073
+28% +$3.17M 0.16% 80
2021
Q4 		$11.2M Buy
105,616
+11,580
+12% +$1.23M 0.12% 86
2021
Q3 		$9.93M Buy
94,036
+33,123
+54% +$3.51M 0.12% 91
2021
Q2 		$6.48M Buy
+60,913
New +$6.47M 0.08% 104

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 22.9% 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

Haverford Trust Company's STIP Position: Q2 2026 in Review

Haverford Trust Company increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.9% in Q2 2026, buying an estimated $2.11M and bringing the position to 728,697 shares worth $74.4M. The position accounts for 0.64% of the portfolio, ranked #48.

Haverford Trust Company first reported a position in STIP in Q2 2021 and has held it in 21 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Haverford Trust Company held 728,697 shares of iShares 0-5 Year TIPS Bond ETF worth $74.4M as of Q2 2026.
  • Haverford Trust Company bought 20,467 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.11M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.64% of Haverford Trust Company's portfolio in Q2 2026, its #48 holding.
  • Haverford Trust Company first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.