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Lodestar Private Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lodestar Private Asset 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 		$676K Buy
6,613
+105
+2% +$10.8K 0.06% 143
2026
Q1 		$673K Buy
6,508
+37
+0.6% +$3.81K 0.07% 134
2025
Q4 		$663K Buy
6,471
+63
+1% +$6.49K 0.07% 134
2025
Q3 		$662K Sell
6,408
-143
-2% -$14.7K 0.07% 131
2025
Q2 		$674K Sell
6,551
-165
-2% -$16.9K 0.08% 122
2025
Q1 		$695K Buy
6,716
+80
+1% +$8.15K 0.09% 117
2024
Q4 		$668K Sell
6,636
-123
-2% -$12.4K 0.08% 121
2024
Q3 		$685K Sell
6,759
-464
-6% -$46.5K 0.09% 118
2024
Q2 		$719K Sell
7,223
-100
-1% -$9.92K 0.1% 112
2024
Q1 		$728K Sell
7,323
-101
-1% -$9.98K 0.1% 107
2023
Q4 		$732K Buy
7,424
+300
+4% +$29.2K 0.11% 107
2023
Q3 		$690K Sell
7,124
-2,588
-27% -$251K 0.12% 108
2023
Q2 		$948K Sell
9,712
-15
-0.2% -$1.48K 0.16% 90
2023
Q1 		$965K Buy
9,727
+89
+0.9% +$8.7K 0.17% 91
2022
Q4 		$935K Buy
+9,638
New +$936K 0.18% 90

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

Lodestar Private Asset Management's STIP Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.6% in Q2 2026, buying an estimated $10.8K and bringing the position to 6,613 shares worth $676K. The position accounts for 0.06% of the portfolio, ranked #143.

Lodestar Private Asset Management first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $965K in Q1 2023. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Lodestar Private Asset Management held 6,613 shares of iShares 0-5 Year TIPS Bond ETF worth $676K as of Q2 2026.
  • Lodestar Private Asset Management bought 105 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $10.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.06% of Lodestar Private Asset Management's portfolio in Q2 2026, its #143 holding.
  • Lodestar Private Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $965K in Q1 2023.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.