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

Raleigh 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	$7.18K	Sell	70 -38	-35%	-$3.92K	﹤0.01%	389
2026 Q1	$11.2K	Buy	108 +77	+248%	+$7.93K	﹤0.01%	392
2025 Q4	$3.2K	Buy	31 +18	+138%	+$1.85K	﹤0.01%	412
2025 Q3	$1.36K	Sell	13 -24	-65%	-$2.48K	﹤0.01%	395
2025 Q2	$3.85K	Buy	37 +12	+48%	+$1.23K	﹤0.01%	386
2025 Q1	$2.59K	Buy	+25	New	+$2.55K	﹤0.01%	392
2023 Q2	–	Sell	-377	Closed	-$37.4K	–	914
2023 Q1	$37.4K	Buy	+377	New	+$36.9K	0.02%	283

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

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

Raleigh Capital Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 35% in Q2 2026, selling an estimated $3.92K and leaving 70 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Raleigh Capital Management first reported a position in STIP in Q1 2023 and has held it in 7 quarters since. The position peaked at $37.4K in Q1 2023. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Raleigh Capital Management held 70 shares of iShares 0-5 Year TIPS Bond ETF worth $7.18K as of Q2 2026.
Raleigh Capital Management sold 38 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.92K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #389 holding.
Raleigh Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 7 quarters since.
Raleigh Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $37.4K in Q1 2023.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.