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Liberty Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Liberty Capital 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 		$257K Buy
+2,519
New +$260K 0.04% 162
2025
Q4 		$258K Hold
2,519
– – 0.05% 152
2025
Q3 		$260K Hold
2,519
– – 0.05% 154
2025
Q2 		$259K Hold
2,519
– – 0.05% 149
2025
Q1 		$261K Hold
2,519
– – 0.06% 145
2024
Q4 		$253K Hold
2,519
– – 0.06% 141
2024
Q3 		$255K Buy
+2,519
New +$252K 0.06% 141

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Liberty Capital Management's STIP Position: Q2 2026 in Review

Liberty Capital Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,519 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #162 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in STIP as recently as Q4 2025.

Liberty Capital Management first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $261K in Q1 2025. 566 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Liberty Capital Management held 2,519 shares of iShares 0-5 Year TIPS Bond ETF worth $257K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Liberty Capital Management position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Liberty Capital Management's portfolio in Q2 2026, its #162 holding.
  • Liberty Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Liberty Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $261K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.