NG
STIP icon

Norden Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Norden Group’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 		$214K Sell
2,092
-141
-6% -$14.5K 0.02% 646
2026
Q1 		$231K Sell
2,233
-4,353
-66% -$448K 0.02% 544
2025
Q4 		$674K Sell
6,586
-460
-7% -$47.4K 0.07% 274
2025
Q3 		$728K Sell
7,046
-1,655
-19% -$171K 0.07% 260
2025
Q2 		$895K Buy
8,701
+1,921
+28% +$197K 0.1% 204
2025
Q1 		$702K Sell
6,780
-85
-1% -$8.66K 0.08% 239
2024
Q4 		$691K Buy
6,865
+3,655
+114% +$368K 0.08% 268
2024
Q3 		$325K Buy
3,210
+1,011
+46% +$101K 0.04% 391
2024
Q2 		$219K Sell
2,199
-338
-13% -$33.5K 0.04% 375
2024
Q1 		$252K Sell
2,537
-2,210,152
-100% -$218M 0.05% 346
2023
Q4 		$195M Buy
+2,212,689
New +$216M 33.52% 1

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

Norden Group's STIP Position: Q2 2026 in Review

Norden Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.3% in Q2 2026, selling an estimated $14.5K and leaving 2,092 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #646.

Norden Group first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $195M in Q4 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Norden Group held 2,092 shares of iShares 0-5 Year TIPS Bond ETF worth $214K as of Q2 2026.
  • Norden Group sold 141 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $14.5K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Norden Group's portfolio in Q2 2026, its #646 holding.
  • Norden Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Norden Group's iShares 0-5 Year TIPS Bond ETF position peaked at $195M in Q4 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.