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Passive Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Passive Capital Management’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 		$3.47M Buy
33,912
+1,378
+4% +$142K 1.09% 17
2026
Q1 		$3.36M Sell
32,534
-1,378
-4% -$142K 1% 17
2025
Q4 		$3.47M Buy
33,912
+730
+2% +$75.1K 1.09% 17
2025
Q3 		$3.43M Sell
33,182
-156
-0.5% -$16.1K 1.12% 17
2025
Q2 		$3.31M Buy
33,338
+1,746
+6% +$179K 1.03% 17
2025
Q1 		$3.27M Buy
31,592
+145
+0.5% +$14.8K 1.04% 18
2024
Q4 		$3.16M Hold
31,447
– – 1.11% 18
2024
Q3 		$3.19M Buy
31,447
+12,350
+65% +$1.24M 1.11% 19
2024
Q2 		$1.9M Buy
19,097
+151
+0.8% +$15K 0.71% 22
2024
Q1 		$1.88M Sell
18,946
-1,699
-8% -$168K 0.74% 20
2023
Q4 		$2.04M Buy
20,645
+6,225
+43% +$607K 0.83% 18
2023
Q3 		$1.4M Buy
14,420
+1,800
+14% +$175K 0.62% 20
2023
Q2 		$1.23M Buy
12,620
+6,425
+104% +$632K 0.52% 25
2023
Q1 		$615K Buy
6,195
+667
+12% +$65.2K 0.27% 33
2022
Q4 		$536K Sell
5,528
-1,900
-26% -$185K 0.24% 31
2022
Q3 		$714K Buy
7,428
+2,931
+65% +$294K 0.38% 29
2022
Q2 		$456K Hold
4,497
– – 0.23% 32
2022
Q1 		$472K Buy
4,497
+34
+0.8% +$3.58K 0.25% 32
2021
Q4 		$473K Buy
+4,463
New +$473K 0.27% 31

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

Passive Capital Management's STIP Position: Q2 2026 in Review

Passive Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.2% in Q2 2026, buying an estimated $142K and bringing the position to 33,912 shares worth $3.47M. The position accounts for 1.09% of the portfolio, ranked #17.

Passive Capital Management first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Passive Capital Management held 33,912 shares of iShares 0-5 Year TIPS Bond ETF worth $3.47M as of Q2 2026.
  • Passive Capital Management bought 1,378 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.09% of Passive Capital Management's portfolio in Q2 2026, its #17 holding.
  • Passive Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.