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Rehmann Capital Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rehmann Capital Advisory 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 		$355K Buy
3,471
+30
+0.9% +$3.09K 0.02% 519
2026
Q1 		$356K Buy
3,441
+153
+5% +$15.8K 0.02% 501
2025
Q4 		$337K Sell
3,288
-120
-4% -$12.4K 0.02% 495
2025
Q3 		$352K Sell
3,408
-996
-23% -$103K 0.02% 459
2025
Q2 		$453K Buy
4,404
+176
+4% +$18.1K 0.03% 374
2025
Q1 		$437K Buy
4,228
+1,495
+55% +$152K 0.03% 389
2024
Q4 		$275K Sell
2,733
-96
-3% -$9.68K 0.02% 491
2024
Q3 		$287K Sell
2,829
-1,346
-32% -$135K 0.02% 480
2024
Q2 		$415K Buy
4,175
+70
+2% +$6.94K 0.03% 368
2024
Q1 		$408K Buy
4,105
+22
+0.5% +$2.17K 0.03% 364
2023
Q4 		$403K Buy
4,083
+9
+0.2% +$877 0.03% 357
2023
Q3 		$395K Sell
4,074
-2,771
-40% -$269K 0.04% 341
2023
Q2 		$668K Sell
6,845
-41,876
-86% -$4.12M 0.06% 260
2023
Q1 		$4.83M Sell
48,721
-179
-0.4% -$17.5K 0.45% 42
2022
Q4 		$4.74M Buy
48,900
+39,465
+418% +$3.83M 0.49% 44
2022
Q3 		$907K Buy
9,435
+428
+5% +$42.9K 0.1% 178
2022
Q2 		$914K Buy
9,007
+3,335
+59% +$344K 0.1% 173
2022
Q1 		$595K Hold
5,672
– – 0.06% 277
2021
Q4 		$601K Buy
5,672
+133
+2% +$14.1K 0.06% 281
2021
Q3 		$585K Sell
5,539
-30
-0.5% -$3.18K 0.06% 288
2021
Q2 		$292K Buy
5,569
+2,822
+103% +$300K 0.03% 438
2021
Q1 		$290K Buy
2,747
+121
+5% +$12.7K 0.03% 413
2020
Q4 		$274K Hold
2,626
– – 0.03% 392
2020
Q3 		$273K Sell
2,626
-99
-4% -$10.2K 0.03% 344
2020
Q2 		$279K Sell
2,725
-7
-0.3% -$710 0.04% 334
2020
Q1 		$273K Buy
+2,732
New +$275K 0.04% 303
2019
Q3 		– Sell
-22,524
Closed -$2.27M – 2073
2019
Q2 		$2.27M Buy
22,524
+1,295
+6% +$130K 0.28% 61
2019
Q1 		$2.12M Buy
21,229
+20,959
+7,763% +$2.07M 0.29% 58
2018
Q4 		$26.5K Sell
270
-18,660
-99% -$1.83M ﹤0.01% 788
2018
Q3 		$1.87M Sell
18,930
-5,484
-22% -$543K 0.26% 62
2018
Q2 		$2.43M Sell
24,414
-331
-1% -$33K 0.35% 49
2018
Q1 		$2.48M Buy
+24,745
New +$2.47M 0.39% 44

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

Rehmann Capital Advisory Group's STIP Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.87% in Q2 2026, buying an estimated $3.09K and bringing the position to 3,471 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #519.

Rehmann Capital Advisory Group first reported a position in STIP in Q1 2018 and has held it in 32 quarters since. The position peaked at $4.83M in Q1 2023. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Rehmann Capital Advisory Group held 3,471 shares of iShares 0-5 Year TIPS Bond ETF worth $355K as of Q2 2026.
  • Rehmann Capital Advisory Group bought 30 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.09K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #519 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • Rehmann Capital Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $4.83M in Q1 2023.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.