RG
STIP icon

Rathbones Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rathbones 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
Q1 		$1.39M Sell
13,467
-1,492
-10% -$154K 0.01% 325
2025
Q4 		$1.53M Buy
14,959
+6,224
+71% +$641K 0.01% 328
2025
Q3 		$903K Sell
8,735
-6,894
-44% -$711K ﹤0.01% 361
2025
Q2 		$1.61M Buy
15,629
+6,817
+77% +$699K 0.01% 307
2025
Q1 		$912K Buy
8,812
+5,030
+133% +$513K ﹤0.01% 337
2024
Q4 		$380K Buy
+3,782
New +$381K ﹤0.01% 446
2024
Q3 		– Sell
-2,576
Closed -$256K – 625
2024
Q2 		$256K Sell
2,576
-890
-26% -$88.3K ﹤0.01% 515
2024
Q1 		$345K Sell
3,466
-2,928
-46% -$289K ﹤0.01% 465
2023
Q4 		$630K Buy
6,394
+3,283
+106% +$320K ﹤0.01% 363
2023
Q3 		$302K Sell
3,111
-465
-13% -$45.2K ﹤0.01% 477
2023
Q2 		$349K Sell
3,576
-120
-3% -$11.8K ﹤0.01% 328
2023
Q1 		$367K Sell
3,696
-2,713
-42% -$265K ﹤0.01% 328
2022
Q4 		$621K Buy
6,409
+131
+2% +$12.7K 0.01% 278
2022
Q3 		$603K Buy
6,278
+3,289
+110% +$329K 0.01% 268
2022
Q2 		$303K Buy
+2,989
New +$309K ﹤0.01% 347

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rathbones Group's STIP Position: Q1 2026 in Review

Rathbones Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 10% in Q1 2026, selling an estimated $154K and leaving 13,467 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #325.

Rathbones Group first reported a position in STIP in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.61M in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Rathbones Group held 13,467 shares of iShares 0-5 Year TIPS Bond ETF worth $1.39M as of Q1 2026.
  • Rathbones Group sold 1,492 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $154K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Rathbones Group's portfolio in Q1 2026, its #325 holding.
  • Rathbones Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Rathbones Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.61M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.