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Oppenheimer & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Oppenheimer & Co’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 		$468K Buy
4,577
+330
+8% +$34K 0.01% 1284
2026
Q1 		$439K Buy
4,247
+425
+11% +$43.8K 0.01% 1236
2025
Q4 		$391K Buy
3,822
+1,067
+39% +$110K 0.01% 1167
2025
Q3 		$285K Buy
2,755
+480
+21% +$49.5K ﹤0.01% 1412
2025
Q2 		$234K Buy
+2,275
New +$233K ﹤0.01% 1442
2024
Q2 		– Sell
-59,931
Closed -$5.96M – 1521
2024
Q1 		$5.96M Sell
59,931
-9,451
-14% -$934K 0.1% 239
2023
Q4 		$6.84M Sell
69,382
-45,968
-40% -$4.48M 0.13% 190
2023
Q3 		$11.2M Sell
115,350
-416
-0.4% -$40.4K 0.23% 88
2023
Q2 		$11.3M Buy
115,766
+4,953
+4% +$487K 0.23% 93
2023
Q1 		$11M Sell
110,813
-7,364
-6% -$720K 0.23% 91
2022
Q4 		$11.5M Sell
118,177
-45,336
-28% -$4.4M 0.26% 77
2022
Q3 		$15.7M Buy
163,513
+9,034
+6% +$905K 0.37% 53
2022
Q2 		$15.7M Buy
154,479
+37,992
+33% +$3.92M 0.34% 60
2022
Q1 		$12.2M Buy
116,487
+4,489
+4% +$473K 0.22% 89
2021
Q4 		$11.9M Buy
111,998
+2,021
+2% +$214K 0.21% 100
2021
Q3 		$11.6M Buy
109,977
+14,908
+16% +$1.58M 0.22% 96
2021
Q2 		$10.1M Buy
95,069
+2,619
+3% +$278K 0.18% 115
2021
Q1 		$9.77M Buy
92,450
+11,441
+14% +$1.2M 0.2% 118
2020
Q4 		$8.46M Buy
81,009
+1,508
+2% +$156K 0.18% 122
2020
Q3 		$8.27M Buy
79,501
+1,195
+2% +$124K 0.21% 105
2020
Q2 		$8.02M Buy
78,306
+1,268
+2% +$129K 0.21% 97
2020
Q1 		$7.7M Sell
77,038
-2,298
-3% -$231K 0.23% 89
2019
Q4 		$7.99M Buy
79,336
+11,379
+17% +$1.14M 0.2% 108
2019
Q3 		$6.81M Buy
67,957
+602
+0.9% +$60.3K 0.19% 126
2019
Q2 		$6.78M Sell
67,355
-372
-0.5% -$37.2K 0.18% 122
2019
Q1 		$6.75M Buy
67,727
+25,867
+62% +$2.56M 0.18% 116
2018
Q4 		$4.1M Buy
+41,860
New +$4.11M 0.13% 181

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

Oppenheimer & Co's STIP Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.8% in Q2 2026, buying an estimated $34K and bringing the position to 4,577 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #1284.

Oppenheimer & Co first reported a position in STIP in Q4 2018 and has held it in 27 quarters since. The position peaked at $15.7M in Q3 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Oppenheimer & Co held 4,577 shares of iShares 0-5 Year TIPS Bond ETF worth $468K as of Q2 2026.
  • Oppenheimer & Co bought 330 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $34K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1284 holding.
  • Oppenheimer & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • Oppenheimer & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $15.7M in Q3 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.