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Hirtle Callaghan & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Hirtle Callaghan & Co’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 		– Hold
0
– – – 117
2026
Q1 		– Hold
0
– – – 74
2025
Q4 		– Hold
0
– – – 75
2025
Q3 		– Hold
0
– – – 69
2025
Q2 		– Hold
0
– – – 71
2025
Q1 		– Hold
0
– – – 71
2024
Q4 		– Hold
0
– – – 69
2024
Q3 		– Hold
0
– – – 64
2024
Q2 		– Hold
0
– – – 61
2024
Q1 		– Sell
-10,784
Closed -$1.07M – 60
2023
Q4 		$1.06M Sell
10,784
-45,628
-81% -$4.45M 0.05% 51
2023
Q3 		$5.47M Sell
56,412
-27,714
-33% -$2.69M 0.27% 34
2023
Q2 		$8.21M Hold
84,126
– – 0.39% 31
2023
Q1 		$8.35M Buy
84,126
+16
+0% +$1.56K 0.42% 30
2022
Q4 		$8.16M Buy
84,110
+13,874
+20% +$1.35M 0.5% 28
2022
Q3 		$6.75M Buy
+70,236
New +$7.03M 0.48% 27

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

Hirtle Callaghan & Co's STIP Position: Q2 2026 in Review

Hirtle Callaghan & Co held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 0 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #117.

Hirtle Callaghan & Co first reported a position in STIP in Q3 2022 and has held it in 6 quarters since. The position peaked at $8.35M in Q1 2023. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Hirtle Callaghan & Co held 0 shares of iShares 0-5 Year TIPS Bond ETF worth $244K as of Q2 2026.
  • Hirtle Callaghan & Co left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #117 holding.
  • Hirtle Callaghan & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 6 quarters since.
  • Hirtle Callaghan & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $8.35M in Q1 2023.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.