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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
Q2 		$1.46M Buy
14,313
+846
+6% +$87.3K 0.01% 333
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 $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

Rathbones Group's STIP Position: Q2 2026 in Review

Rathbones Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.3% in Q2 2026, buying an estimated $87.3K and bringing the position to 14,313 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #333.

Rathbones Group first reported a position in STIP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q2 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Rathbones Group held 14,313 shares of iShares 0-5 Year TIPS Bond ETF worth $1.46M as of Q2 2026.
  • Rathbones Group bought 846 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $87.3K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Rathbones Group's portfolio in Q2 2026, its #333 holding.
  • Rathbones Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Rathbones Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.61M in Q2 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.