JC
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JB Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

JB Capital’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 		$459K Buy
+4,490
New +$463K 0.02% 187
2025
Q4 		– Sell
-6,036
Closed -$624K – 270
2025
Q3 		$624K Buy
6,036
+218
+4% +$22.5K 0.03% 161
2025
Q2 		$599K Buy
+5,818
New +$597K 0.03% 154

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

JB Capital's STIP Position: Q2 2026 in Review

JB Capital opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 4,490 shares worth $459K. The stake represents 0.02% of the portfolio and ranks #187 among its holdings. This is a return to the name: JB Capital previously reported a position in STIP as recently as Q3 2025.

JB Capital first reported a position in STIP in Q2 2025 and has held it in 3 quarters since. The position peaked at $624K in Q3 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • JB Capital held 4,490 shares of iShares 0-5 Year TIPS Bond ETF worth $459K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new JB Capital position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of JB Capital's portfolio in Q2 2026, its #187 holding.
  • JB Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • JB Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $624K in Q3 2025.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.