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NBT Bank’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

NBT Bank’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
Q1 		$13.5M Buy
130,487
+3,700
+3% +$381K 0.88% 25
2025
Q4 		$13M Buy
126,787
+16,184
+15% +$1.67M 0.84% 26
2025
Q3 		$11.4M Buy
110,603
+7,137
+7% +$736K 0.74% 33
2025
Q2 		$10.6M Buy
103,466
+1,793
+2% +$184K 0.73% 34
2025
Q1 		$10.5M Buy
101,673
+15,387
+18% +$1.57M 0.76% 32
2024
Q4 		$8.68M Buy
86,286
+10,928
+15% +$1.1M 0.6% 43
2024
Q3 		$7.64M Sell
75,358
-765
-1% -$76.6K 0.51% 51
2024
Q2 		$7.57M Buy
76,123
+3,971
+6% +$394K 0.54% 47
2024
Q1 		$7.17M Buy
72,152
+6,579
+10% +$650K 0.53% 46
2023
Q4 		$6.46M Buy
65,573
+2,672
+4% +$260K 0.51% 49
2023
Q3 		$6.1M Buy
62,901
+16,426
+35% +$1.6M 0.59% 43
2023
Q2 		$4.54M Sell
46,475
-695
-1% -$68.4K 0.65% 42
2023
Q1 		$4.68M Sell
47,170
-7,200
-13% -$704K 0.68% 42
2022
Q4 		$5.27M Buy
54,370
+4,304
+9% +$418K 0.77% 39
2022
Q3 		$4.81M Buy
50,066
+18,895
+61% +$1.89M 0.79% 36
2022
Q2 		$3.16M Buy
31,171
+13,435
+76% +$1.39M 0.48% 62
2022
Q1 		$1.86M Buy
17,736
+13,436
+312% +$1.41M 0.25% 100
2021
Q4 		$455K Buy
4,300
+1,300
+43% +$138K 0.06% 176
2021
Q3 		$317K Buy
+3,000
New +$318K 0.04% 198

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NBT Bank's STIP Position: Q1 2026 in Review

NBT Bank increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.9% in Q1 2026, buying an estimated $381K and bringing the position to 130,487 shares worth $13.5M. The position accounts for 0.88% of the portfolio, ranked #25.

NBT Bank first reported a position in STIP in Q3 2021 and has held it in 19 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • NBT Bank held 130,487 shares of iShares 0-5 Year TIPS Bond ETF worth $13.5M as of Q1 2026.
  • NBT Bank bought 3,700 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $381K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.88% of NBT Bank's portfolio in Q1 2026, its #25 holding.
  • NBT Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.