I
STIP icon

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

INVST’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 		$348K Buy
+3,409
New +$352K 0.03% 290
2025
Q4 		– Sell
-8,688
Closed -$898K – 320
2025
Q3 		$898K Sell
8,688
-63
-0.7% -$6.5K 0.1% 161
2025
Q2 		$901K Buy
+8,751
New +$898K 0.11% 152
2022
Q2 		– Sell
-2,835
Closed -$292K – 196
2022
Q1 		$292K Hold
2,835
– – 0.05% 151
2021
Q4 		$298K Buy
+2,835
New +$300K 0.05% 150

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

INVST's STIP Position: Q2 2026 in Review

INVST opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,409 shares worth $348K. The stake represents 0.03% of the portfolio and ranks #290 among its holdings. This is a return to the name: INVST previously reported a position in STIP as recently as Q3 2025.

INVST first reported a position in STIP in Q4 2021 and has held it in 5 quarters since. The position peaked at $901K in Q2 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • INVST held 3,409 shares of iShares 0-5 Year TIPS Bond ETF worth $348K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new INVST position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of INVST's portfolio in Q2 2026, its #290 holding.
  • INVST first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • INVST's iShares 0-5 Year TIPS Bond ETF position peaked at $901K in Q2 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.