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Parcion Private Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Parcion Private Wealth’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 		$21.3M Buy
208,243
+18,134
+10% +$1.87M 1.18% 23
2026
Q1 		$19.7M Buy
190,109
+3,286
+2% +$338K 1.22% 20
2025
Q4 		$19.1M Buy
186,823
+2,240
+1% +$231K 1.16% 21
2025
Q3 		$19.1M Buy
184,583
+396
+0.2% +$40.8K 1.19% 20
2025
Q2 		$19M Buy
184,187
+2,065
+1% +$212K 1.35% 18
2025
Q1 		$18.8M Buy
+182,122
New +$18.6M 1.54% 17
2023
Q1 		– Sell
-2,488
Closed -$241K – 196
2022
Q4 		$241K Sell
2,488
-28,164
-92% -$2.74M 0.03% 178
2022
Q3 		$2.95M Sell
30,652
-578,558
-95% -$57.9M 0.33% 66
2022
Q2 		$62M Buy
609,210
+8,615
+1% +$889K 6.12% 1
2022
Q1 		$63M Sell
600,595
-69,631
-10% -$7.33M 5.9% 1
2021
Q4 		$70.5M Buy
670,226
+298,417
+80% +$31.6M 6.36% 1
2021
Q3 		$39.3M Buy
371,809
+16,850
+5% +$1.79M 3.49% 8
2021
Q2 		$37.7M Sell
354,959
-8,538
-2% -$907K 3.78% 6
2021
Q1 		$38.4M Buy
363,497
+50,654
+16% +$5.33M 4.35% 3
2020
Q4 		$32.7M Sell
312,843
-9,547
-3% -$990K 4.32% 3
2020
Q3 		$33.4M Buy
322,390
+20,360
+7% +$2.11M 5.1% 3
2020
Q2 		$31M Buy
302,030
+100,503
+50% +$10.2M 5.24% 4
2020
Q1 		$20.1M Buy
201,527
+49,314
+32% +$4.96M 5.55% 3
2019
Q4 		$15.3M Buy
+152,213
New +$15.3M 3.35% 8

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

Parcion Private Wealth's STIP Position: Q2 2026 in Review

Parcion Private Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.5% in Q2 2026, buying an estimated $1.87M and bringing the position to 208,243 shares worth $21.3M. The position accounts for 1.18% of the portfolio, ranked #23.

Parcion Private Wealth first reported a position in STIP in Q4 2019 and has held it in 19 quarters since. The position peaked at $70.5M in Q4 2021. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Parcion Private Wealth held 208,243 shares of iShares 0-5 Year TIPS Bond ETF worth $21.3M as of Q2 2026.
  • Parcion Private Wealth bought 18,134 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.87M.
  • iShares 0-5 Year TIPS Bond ETF made up 1.18% of Parcion Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Parcion Private Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 19 quarters since.
  • Parcion Private Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $70.5M in Q4 2021.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.