LPL Financial
STIP icon

LPL Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LPL Financial’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 		$422M Buy
4,133,408
+1,009,739
+32% +$104M 0.09% 216
2026
Q1 		$323M Buy
3,123,669
+320,514
+11% +$33M 0.09% 233
2025
Q4 		$287M Sell
2,803,155
-517,378
-16% -$53.3M 0.08% 235
2025
Q3 		$343M Buy
3,320,533
+436,721
+15% +$45M 0.1% 190
2025
Q2 		$297M Buy
2,883,812
+1,279,116
+80% +$131M 0.1% 191
2025
Q1 		$166M Buy
1,604,696
+65,726
+4% +$6.7M 0.06% 281
2024
Q4 		$155M Buy
1,538,970
+75,531
+5% +$7.61M 0.06% 270
2024
Q3 		$148M Buy
1,463,439
+201,769
+16% +$20.2M 0.07% 264
2024
Q2 		$126M Sell
1,261,670
-86,021
-6% -$8.53M 0.06% 269
2024
Q1 		$134M Buy
1,347,691
+154,588
+13% +$15.3M 0.07% 242
2023
Q4 		$118M Sell
1,193,103
-124,422
-9% -$12.1M 0.07% 246
2023
Q3 		$128M Sell
1,317,525
-7,682
-0.6% -$746K 0.09% 203
2023
Q2 		$129M Sell
1,325,207
-82,734
-6% -$8.14M 0.09% 194
2023
Q1 		$140M Sell
1,407,941
-432,781
-24% -$42.3M 0.11% 164
2022
Q4 		$178M Sell
1,840,722
-203,103
-10% -$19.7M 0.15% 126
2022
Q3 		$196M Sell
2,043,825
-1,142,436
-36% -$114M 0.19% 107
2022
Q2 		$323M Buy
3,186,261
+369,318
+13% +$38.1M 0.31% 66
2022
Q1 		$296M Buy
2,816,943
+294,244
+12% +$31M 0.25% 79
2021
Q4 		$267M Buy
2,522,699
+132,875
+6% +$14.1M 0.22% 88
2021
Q3 		$252M Buy
2,389,824
+877,742
+58% +$93.1M 0.24% 88
2021
Q2 		$161M Buy
1,512,082
+787,185
+109% +$83.6M 0.16% 117
2021
Q1 		$76.6M Buy
724,897
+616,042
+566% +$64.8M 0.09% 221
2020
Q4 		$11.4M Buy
108,855
+45,812
+73% +$4.75M 0.01% 693
2020
Q3 		$6.56M Buy
63,043
+14,511
+30% +$1.5M 0.01% 817
2020
Q2 		$4.97M Sell
48,532
-5,883
-11% -$597K 0.01% 885
2020
Q1 		$5.44M Buy
54,415
+8,147
+18% +$819K 0.01% 717
2019
Q4 		$4.66M Sell
46,268
-2,537
-5% -$254K 0.01% 870
2019
Q3 		$4.89M Sell
48,805
-3,840
-7% -$385K 0.01% 806
2019
Q2 		$5.29M Sell
52,645
-3,288
-6% -$329K 0.01% 767
2019
Q1 		$5.58M Sell
55,933
-11,077
-17% -$1.09M 0.01% 713
2018
Q4 		$6.57M Buy
67,010
+1,990
+3% +$195K 0.02% 591
2018
Q3 		$6.42M Buy
65,020
+8,725
+15% +$864K 0.02% 638
2018
Q2 		$5.61M Buy
56,295
+19,336
+52% +$1.93M 0.01% 661
2018
Q1 		$3.7M Buy
36,959
+2,579
+8% +$257K 0.01% 823
2017
Q4 		$3.43M Buy
34,380
+6,969
+25% +$699K 0.01% 800
2017
Q3 		$2.75M Buy
27,411
+1,911
+7% +$192K 0.01% 836
2017
Q2 		$2.56M Sell
25,500
-14,514
-36% -$1.46M 0.01% 806
2017
Q1 		$4.06M Buy
40,014
+6,857
+21% +$693K 0.03% 501
2016
Q4 		$3.34M Buy
33,157
+21,062
+174% +$2.12M 0.03% 561
2016
Q3 		$1.22M Sell
12,095
-284
-2% -$28.7K 0.01% 1048
2016
Q2 		$1.26M Sell
12,379
-12,355
-50% -$1.24M 0.01% 1018
2016
Q1 		$2.49M Buy
24,734
+2,258
+10% +$225K 0.01% 1069
2015
Q4 		$2.23M Buy
22,476
+10,563
+89% +$1.05M 0.01% 1105
2015
Q3 		$1.19M Sell
11,913
-13,022
-52% -$1.29M 0.01% 1141
2015
Q2 		$2.49M Sell
24,935
-2,403
-9% -$240K 0.01% 799
2015
Q1 		$2.72M Sell
27,338
-3,679
-12% -$365K 0.01% 765
2014
Q4 		$3.07M Sell
31,017
-6,989
-18% -$700K 0.02% 687
2014
Q3 		$3.83M Sell
38,006
-183
-0.5% -$18.6K 0.02% 566
2014
Q2 		$3.91M Sell
38,189
-1,108
-3% -$113K 0.02% 571
2014
Q1 		$3.97M Sell
39,297
-3,925
-9% -$398K 0.02% 528
2013
Q4 		$4.36M Buy
43,222
+1,330
+3% +$135K 0.03% 487
2013
Q3 		$4.24M Sell
41,892
-4,685
-10% -$473K 0.03% 469
2013
Q2 		$4.69M Buy
+46,577
New +$4.76M 0.03% 394

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's STIP Position: Q2 2026 in Review

LPL Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 32% in Q2 2026, buying an estimated $104M and bringing the position to 4,133,408 shares worth $422M. The position accounts for 0.09% of the portfolio, ranked #216.

LPL Financial first reported a position in STIP in Q2 2013 and has held it in 53 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • LPL Financial held 4,133,408 shares of iShares 0-5 Year TIPS Bond ETF worth $422M as of Q2 2026.
  • LPL Financial bought 1,009,739 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $104M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of LPL Financial's portfolio in Q2 2026, its #216 holding.
  • LPL Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.