Roberts, Glore & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Roberts, Glore & Co’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	$1.65M	Buy	16,194 +237	+1%	+$24.4K	0.41%	59
2026 Q1	$1.65M	Buy	15,957 +585	+4%	+$60.2K	0.45%	53
2025 Q4	$1.57M	Buy	15,372 +3,154	+26%	+$325K	0.42%	61
2025 Q3	$1.26M	Buy	12,218 +181	+2%	+$18.7K	0.35%	71
2025 Q2	$1.24M	Buy	12,037 +1,460	+14%	+$150K	0.36%	70
2025 Q1	$1.09M	Buy	10,577 +2,340	+28%	+$238K	0.33%	71
2024 Q4	$829K	Buy	8,237 +2,305	+39%	+$232K	0.25%	89
2024 Q3	$601K	Buy	5,932 +3,187	+116%	+$319K	0.17%	112
2024 Q2	$273K	Buy	+2,745	New	+$272K	0.08%	173

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 22.96% 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

Roberts, Glore & Co's STIP Position: Q2 2026 in Review

Roberts, Glore & Co increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.5% in Q2 2026, buying an estimated $24.4K and bringing the position to 16,194 shares worth $1.65M. The position accounts for 0.41% of the portfolio, ranked #59.

Roberts, Glore & Co first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Roberts, Glore & Co held 16,194 shares of iShares 0-5 Year TIPS Bond ETF worth $1.65M as of Q2 2026.
Roberts, Glore & Co bought 237 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $24.4K.
iShares 0-5 Year TIPS Bond ETF made up 0.41% of Roberts, Glore & Co's portfolio in Q2 2026, its #59 holding.
Roberts, Glore & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.