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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
Q2 		$13.7M Buy
134,315
+3,828
+3% +$395K 0.91% 24
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 $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

NBT Bank's STIP Position: Q2 2026 in Review

NBT Bank increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.9% in Q2 2026, buying an estimated $395K and bringing the position to 134,315 shares worth $13.7M. The position accounts for 0.91% of the portfolio, ranked #24.

NBT Bank first reported a position in STIP in Q3 2021 and has held it in 20 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • NBT Bank held 134,315 shares of iShares 0-5 Year TIPS Bond ETF worth $13.7M as of Q2 2026.
  • NBT Bank bought 3,828 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $395K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.91% of NBT Bank's portfolio in Q2 2026, its #24 holding.
  • NBT Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.