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Hudson Portfolio Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Hudson Portfolio 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 		$3.83M Buy
37,523
+2,490
+7% +$257K 2.9% 5
2026
Q1 		$3.62M Buy
35,033
+700
+2% +$72.1K 3.05% 4
2025
Q4 		$3.52M Buy
34,333
+57
+0.2% +$5.87K 3.03% 4
2025
Q3 		$3.54M Buy
34,276
+7,916
+30% +$816K 3.14% 4
2025
Q2 		$2.71M Buy
26,360
+555
+2% +$56.9K 2.54% 5
2025
Q1 		$2.67M Buy
25,805
+2,415
+10% +$246K 2.56% 6
2024
Q4 		$2.35M Buy
23,390
+2,690
+13% +$271K 2.31% 8
2024
Q3 		$2.1M Buy
+20,700
New +$2.07M 2.06% 10
2023
Q4 		$2.02M Sell
20,515
-1,650
-7% -$161K 2.19% 11
2023
Q3 		$2.15M Buy
22,165
+125
+0.6% +$12.1K 2.45% 7
2023
Q2 		$2.15M Sell
22,040
-60
-0.3% -$5.9K 2.34% 9
2023
Q1 		$2.19M Sell
22,100
-90
-0.4% -$8.8K 2.46% 5
2022
Q4 		$2.15M Sell
22,190
-343
-2% -$33.3K 2.38% 6
2022
Q3 		$2.17M Sell
22,533
-747
-3% -$74.8K 2.56% 6
2022
Q2 		$2.36M Sell
23,280
-2,230
-9% -$230K 2.44% 9
2022
Q1 		$2.68M Buy
25,510
+3,458
+16% +$364K 2.36% 9
2021
Q4 		$2.33M Buy
22,052
+17,680
+404% +$1.87M 2.06% 13
2021
Q3 		$461K Buy
+4,372
New +$464K 0.42% 74

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

Hudson Portfolio Management's STIP Position: Q2 2026 in Review

Hudson Portfolio Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.1% in Q2 2026, buying an estimated $257K and bringing the position to 37,523 shares worth $3.83M. The position accounts for 2.9% of the portfolio, ranked #5.

Hudson Portfolio Management first reported a position in STIP in Q3 2021 and has held it in 18 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Hudson Portfolio Management held 37,523 shares of iShares 0-5 Year TIPS Bond ETF worth $3.83M as of Q2 2026.
  • Hudson Portfolio Management bought 2,490 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $257K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.9% of Hudson Portfolio Management's portfolio in Q2 2026, its #5 holding.
  • Hudson Portfolio Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.