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Leavell Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Leavell Investment 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 		$15.8M Buy
154,790
+44,053
+40% +$4.54M 0.58% 32
2026
Q1 		$11.5M Buy
110,737
+11,703
+12% +$1.2M 0.47% 47
2025
Q4 		$10.1M Buy
99,034
+14,505
+17% +$1.49M 0.42% 52
2025
Q3 		$8.74M Buy
84,529
+4,381
+5% +$452K 0.37% 58
2025
Q2 		$8.25M Sell
80,148
-7,494
-9% -$769K 0.37% 60
2025
Q1 		$9.07M Buy
87,642
+11,625
+15% +$1.18M 0.45% 55
2024
Q4 		$7.65M Buy
76,017
+18,087
+31% +$1.82M 0.37% 65
2024
Q3 		$5.87M Buy
57,930
+8,613
+17% +$863K 0.29% 81
2024
Q2 		$4.91M Buy
49,317
+10,718
+28% +$1.06M 0.27% 89
2024
Q1 		$3.84M Buy
38,599
+5,832
+18% +$576K 0.22% 107
2023
Q4 		$3.23M Buy
32,767
+5,270
+19% +$513K 0.21% 118
2023
Q3 		$2.67M Sell
27,497
-870
-3% -$84.5K 0.19% 127
2023
Q2 		$2.77M Buy
28,367
+4,094
+17% +$403K 0.19% 127
2023
Q1 		$2.41M Buy
24,273
+7,421
+44% +$725K 0.17% 139
2022
Q4 		$1.63M Buy
16,852
+4,896
+41% +$476K 0.12% 178
2022
Q3 		$1.15M Buy
+11,956
New +$1.2M 0.09% 204

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

Leavell Investment Management's STIP Position: Q2 2026 in Review

Leavell Investment Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q2 2026, buying an estimated $4.54M and bringing the position to 154,790 shares worth $15.8M. The position accounts for 0.58% of the portfolio, ranked #32.

Leavell Investment Management first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Leavell Investment Management held 154,790 shares of iShares 0-5 Year TIPS Bond ETF worth $15.8M as of Q2 2026.
  • Leavell Investment Management bought 44,053 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $4.54M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.58% of Leavell Investment Management's portfolio in Q2 2026, its #32 holding.
  • Leavell Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.