TDB
STIP icon

Thompson David Blair’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Thompson David Blair’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 		– Sell
-6,658
Closed -$682K – 206
2025
Q4 		$682K Buy
+6,658
New +$685K 0.39% 72
2024
Q4 		$248K Buy
+2,467
New +$249K 0.18% 102

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 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 $1.37T AUM 24.88% 1-Year Est. Return

Thompson David Blair's STIP Position: Q1 2026 in Review

Thompson David Blair sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 6,658 shares — an estimated $682K sold.

Thompson David Blair first reported a position in STIP in Q4 2024 and held it in 2 quarters. The position peaked at $682K in Q4 2025. 760 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Thompson David Blair reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Thompson David Blair sold 6,658 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $682K.
  • Thompson David Blair first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 2 quarters.
  • Thompson David Blair's iShares 0-5 Year TIPS Bond ETF position peaked at $682K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Thompson David Blair's 13F filing for Q1 2026, filed 14 Aug 2026.