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

Kure Advisory’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	$6.6M	Buy	64,627 +3,250	+5%	+$335K	3.13%	10
2026 Q1	$6.35M	Buy	61,377 +2,325	+4%	+$239K	3.46%	10
2025 Q4	$6.05M	Buy	59,052 +4,082	+7%	+$420K	3.38%	10
2025 Q3	$5.68M	Buy	54,970 +2,505	+5%	+$258K	3.51%	10
2025 Q2	$5.4M	Buy	52,465 +3,921	+8%	+$402K	3.58%	10
2025 Q1	$5.02M	Buy	+48,544	New	+$4.95M	3.79%	10
2024 Q3	$4.64M	Buy	45,841 +786	+2%	+$78.7K	4.16%	11
2024 Q2	$4.48M	Buy	45,055 +996	+2%	+$98.8K	3.68%	12
2024 Q1	$4.38M	Sell	44,059 -28,259	-39%	-$2.79M	3.74%	12
2023 Q4	$7.13M	Buy	72,318 +2,894	+4%	+$282K	3.7%	7
2023 Q3	$6.73M	Buy	+69,424	New	+$6.75M	3.81%	7

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Kure Advisory's STIP Position: Q2 2026 in Review

Kure Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.3% in Q2 2026, buying an estimated $335K and bringing the position to 64,627 shares worth $6.6M. The position accounts for 3.13% of the portfolio, ranked #10.

Kure Advisory first reported a position in STIP in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.13M in Q4 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Kure Advisory held 64,627 shares of iShares 0-5 Year TIPS Bond ETF worth $6.6M as of Q2 2026.
Kure Advisory bought 3,250 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $335K.
iShares 0-5 Year TIPS Bond ETF made up 3.13% of Kure Advisory's portfolio in Q2 2026, its #10 holding.
Kure Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 11 quarters since.
Kure Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $7.13M in Q4 2023.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Kure Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.