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Partners Capital Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Partners Capital Investment 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 		$104M Buy
1,014,965
+31,120
+3% +$3.21M 3.66% 8
2026
Q1 		$102M Sell
983,845
-306,270
-24% -$31.5M 3.83% 6
2025
Q4 		$132M Buy
1,290,115
+366,392
+40% +$37.7M 4.92% 5
2025
Q3 		$95.5M Buy
923,723
+106,998
+13% +$11M 3.79% 7
2025
Q2 		$84M Sell
816,725
-178,260
-18% -$18.3M 3.37% 8
2025
Q1 		$103M Buy
994,985
+340,117
+52% +$34.7M 1.74% 15
2024
Q4 		$65.9M Sell
654,868
-303,939
-32% -$30.6M 1.81% 15
2024
Q3 		$97.1M Buy
958,807
+58,198
+6% +$5.83M 1.55% 18
2024
Q2 		$89.6M Buy
900,609
+395,723
+78% +$39.3M 1.51% 18
2024
Q1 		$50.2M Sell
504,886
-199,821
-28% -$19.7M 1.36% 19
2023
Q4 		$69.5M Buy
704,707
+91,796
+15% +$8.94M 1.52% 14
2023
Q3 		$59.4M Sell
612,911
-329,035
-35% -$32M 1.43% 14
2023
Q2 		$91.9M Buy
941,946
+296,726
+46% +$29.2M 1.97% 12
2023
Q1 		$64M Buy
645,220
+231,941
+56% +$22.7M 2.75% 7
2022
Q4 		$40.1M Buy
413,279
+200,760
+94% +$19.5M 1.93% 9
2022
Q3 		$20.4M Buy
212,519
+173,110
+439% +$17.3M 1.21% 17
2022
Q2 		$4M Buy
+39,409
New +$4.07M 0.27% 60

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

Partners Capital Investment Group's STIP Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.2% in Q2 2026, buying an estimated $3.21M and bringing the position to 1,014,965 shares worth $104M. The position accounts for 3.66% of the portfolio, ranked #8.

Partners Capital Investment Group first reported a position in STIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $132M in Q4 2025. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Partners Capital Investment Group held 1,014,965 shares of iShares 0-5 Year TIPS Bond ETF worth $104M as of Q2 2026.
  • Partners Capital Investment Group bought 31,120 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.21M.
  • iShares 0-5 Year TIPS Bond ETF made up 3.66% of Partners Capital Investment Group's portfolio in Q2 2026, its #8 holding.
  • Partners Capital Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Partners Capital Investment Group's iShares 0-5 Year TIPS Bond ETF position peaked at $132M in Q4 2025.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.