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

Leuthold Group’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	$6.55M	Buy	+64,077	New	+$6.61M	0.66%	55
2024 Q2	–	Sell	-54,897	Closed	-$5.46M	–	204
2024 Q1	$5.46M	Hold	54,897	–	–	0.61%	62
2023 Q4	$5.41M	Hold	54,897	–	–	0.68%	58
2023 Q3	$5.32M	Hold	54,897	–	–	0.75%	45
2023 Q2	$5.36M	Hold	54,897	–	–	0.69%	49
2023 Q1	$5.45M	Sell	54,897 -27,803	-34%	-$2.72M	0.72%	47
2022 Q4	$8.02M	Sell	82,700 -33,759	-29%	-$3.28M	1.08%	22
2022 Q3	$11.2M	Buy	+116,459	New	+$11.7M	1.69%	8

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

Leuthold Group's STIP Position: Q2 2026 in Review

Leuthold Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 64,077 shares worth $6.55M. The stake represents 0.66% of the portfolio and ranks #55 among its holdings. This is a return to the name: Leuthold Group previously reported a position in STIP as recently as Q1 2024.

Leuthold Group first reported a position in STIP in Q3 2022 and has held it in 8 quarters since. The position peaked at $11.2M in Q3 2022. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Leuthold Group held 64,077 shares of iShares 0-5 Year TIPS Bond ETF worth $6.55M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Leuthold Group position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.66% of Leuthold Group's portfolio in Q2 2026, its #55 holding.
Leuthold Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 8 quarters since.
Leuthold Group's iShares 0-5 Year TIPS Bond ETF position peaked at $11.2M in Q3 2022.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.