Raymond James Financial
STIP icon

Raymond James Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Raymond James Financial’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 		$88.3M Buy
863,944
+91,366
+12% +$9.42M 0.02% 629
2026
Q1 		$79.9M Buy
772,578
+34,364
+5% +$3.54M 0.02% 605
2025
Q4 		$75.6M Buy
738,214
+42,441
+6% +$4.37M 0.02% 624
2025
Q3 		$71.9M Buy
695,773
+85,916
+14% +$8.86M 0.02% 613
2025
Q2 		$62.8M Buy
609,857
+121,311
+25% +$12.4M 0.02% 642
2025
Q1 		$50.5M Buy
488,546
+86,525
+22% +$8.82M 0.02% 711
2024
Q4 		$40.4M Buy
+402,021
New +$40.5M 0.01% 851

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 22.9% 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

Raymond James Financial's STIP Position: Q2 2026 in Review

Raymond James Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, buying an estimated $9.42M and bringing the position to 863,944 shares worth $88.3M. The position accounts for 0.02% of the portfolio, ranked #629.

Raymond James Financial first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Raymond James Financial held 863,944 shares of iShares 0-5 Year TIPS Bond ETF worth $88.3M as of Q2 2026.
  • Raymond James Financial bought 91,366 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $9.42M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #629 holding.
  • Raymond James Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.