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NorthCrest Asset Manangement’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

NorthCrest Asset Manangement’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 		$4.47M Buy
44,107
+454
+1% +$46.8K 0.11% 149
2026
Q1 		$4.51M Sell
43,653
-10,558
-19% -$1.09M 0.14% 135
2025
Q4 		$5.56M Buy
54,211
+1,230
+2% +$127K 0.12% 136
2025
Q3 		$5.47M Buy
52,981
+1,640
+3% +$169K 0.13% 137
2025
Q2 		$5.26M Sell
51,341
-788
-2% -$80.8K 0.14% 135
2025
Q1 		$5.39M Sell
52,129
-8,010
-13% -$816K 0.16% 131
2024
Q4 		$6.05M Buy
60,139
+2,070
+4% +$209K 0.18% 125
2024
Q3 		$5.88M Buy
58,069
+822
+1% +$82.3K 0.18% 127
2024
Q2 		$5.7M Buy
57,247
+2,125
+4% +$211K 0.19% 130
2024
Q1 		$5.48M Sell
55,122
-1,965
-3% -$194K 0.19% 132
2023
Q4 		$5.63M Sell
57,087
-360
-0.6% -$35.1K 0.21% 126
2023
Q3 		$5.57M Sell
57,447
-364
-0.6% -$35.4K 0.23% 125
2023
Q2 		$5.64M Buy
57,811
+6
+0% +$590 0.22% 126
2023
Q1 		$5.74M Buy
+57,805
New +$5.65M 0.24% 119
2022
Q4 		– Sell
-58,454
Closed -$5.62M – 426
2022
Q3 		$5.62M Sell
58,454
-1,008
-2% -$101K 0.3% 116
2022
Q2 		$6.03M Buy
+59,462
New +$6.14M 0.31% 111
2022
Q1 		– Sell
-61,694
Closed -$6.53M – 449
2021
Q4 		$6.53M Buy
+61,694
New +$6.54M 0.36% 91

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NorthCrest Asset Manangement's STIP Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1% in Q2 2026, buying an estimated $46.8K and bringing the position to 44,107 shares worth $4.47M. The position accounts for 0.11% of the portfolio, ranked #149.

NorthCrest Asset Manangement first reported a position in STIP in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.53M in Q4 2021. 234 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • NorthCrest Asset Manangement held 44,107 shares of iShares 0-5 Year TIPS Bond ETF worth $4.47M as of Q2 2026.
  • NorthCrest Asset Manangement bought 454 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $46.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #149 holding.
  • NorthCrest Asset Manangement first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • NorthCrest Asset Manangement's iShares 0-5 Year TIPS Bond ETF position peaked at $6.53M in Q4 2021.
  • 234 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.