NBT Bank
STIP icon

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
Q3 		$13.7M Buy
137,468
+3,153
+2% +$318K 0.93% 23
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

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

NBT Bank's STIP Position: Q3 2026 in Review

NBT Bank increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.3% in Q3 2026, buying an estimated $318K and bringing the position to 137,468 shares worth $13.7M. The position accounts for 0.93% of the portfolio, ranked #23.

NBT Bank first reported a position in STIP in Q3 2021 and has held it in 21 quarters since. The position peaked at $13.7M in Q2 2026. 241 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • NBT Bank held 137,468 shares of iShares 0-5 Year TIPS Bond ETF worth $13.7M as of Q3 2026.
  • NBT Bank bought 3,153 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $318K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.93% of NBT Bank's portfolio in Q3 2026, its #23 holding.
  • NBT Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • NBT Bank's iShares 0-5 Year TIPS Bond ETF position peaked at $13.7M in Q2 2026.
  • 241 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.