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Rockland Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rockland Trust’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 		$25.7M Buy
252,016
+15,881
+7% +$1.64M 1.01% 27
2026
Q1 		$24.4M Buy
236,135
+4,478
+2% +$461K 0.98% 29
2025
Q4 		$23.7M Sell
231,657
-1,888
-0.8% -$194K 0.93% 32
2025
Q3 		$24.1M Sell
233,545
-2,456
-1% -$253K 0.99% 33
2025
Q2 		$24.3M Buy
236,001
+1,152
+0.5% +$118K 1.18% 28
2025
Q1 		$24.3M Buy
234,849
+12,427
+6% +$1.27M 1.22% 27
2024
Q4 		$22.4M Sell
222,422
-820
-0.4% -$82.7K 1.14% 31
2024
Q3 		$22.6M Buy
223,242
+13,475
+6% +$1.35M 1.11% 30
2024
Q2 		$20.9M Buy
209,767
+2,153
+1% +$214K 1.1% 30
2024
Q1 		$20.6M Buy
207,614
+10,163
+5% +$1M 1.09% 33
2023
Q4 		$19.5M Buy
197,451
+276
+0.1% +$26.9K 1.07% 31
2023
Q3 		$19.1M Buy
197,175
+2,547
+1% +$247K 1.15% 28
2023
Q2 		$19M Buy
194,628
+8,406
+5% +$827K 1.14% 28
2023
Q1 		$18.5M Buy
186,222
+4,348
+2% +$425K 1.16% 26
2022
Q4 		$17.6M Buy
181,874
+5,160
+3% +$501K 1.12% 27
2022
Q3 		$17M Buy
176,714
+6,720
+4% +$673K 1.21% 27
2022
Q2 		$17.2M Buy
169,994
+2,656
+2% +$274K 1.19% 25
2022
Q1 		$17.6M Buy
167,338
+6,190
+4% +$652K 1.12% 26
2021
Q4 		$17.1M Buy
161,148
+2,737
+2% +$290K 1.09% 28
2021
Q3 		$16.7M Buy
158,411
+4,642
+3% +$492K 1.17% 27
2021
Q2 		$16.3M Buy
153,769
+5,911
+4% +$628K 1.13% 29
2021
Q1 		$15.6M Buy
147,858
+8,588
+6% +$903K 1.13% 32
2020
Q4 		$14.5M Buy
139,270
+15,672
+13% +$1.63M 1.13% 33
2020
Q3 		$12.9M Buy
123,598
+13,667
+12% +$1.41M 1.11% 32
2020
Q2 		$11.3M Buy
109,931
+19,680
+22% +$2M 1.01% 36
2020
Q1 		$9.02M Buy
90,251
+13,411
+17% +$1.35M 0.92% 43
2019
Q4 		$7.74M Buy
76,840
+10,030
+15% +$1.01M 0.64% 53
2019
Q3 		$6.7M Buy
66,810
+10,080
+18% +$1.01M 0.61% 55
2019
Q2 		$5.71M Buy
56,730
+4,800
+9% +$480K 0.57% 58
2019
Q1 		$5.18M Buy
51,930
+3,915
+8% +$387K 0.55% 62
2018
Q4 		$4.71M Buy
48,015
+4,090
+9% +$401K 0.58% 54
2018
Q3 		$4.34M Buy
43,925
+7,710
+21% +$763K 0.53% 56
2018
Q2 		$3.61M Buy
36,215
+15,015
+71% +$1.5M 0.47% 63
2018
Q1 		$2.12M Buy
+21,200
New +$2.12M 0.28% 70

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Rockland Trust's STIP Position: Q2 2026 in Review

Rockland Trust increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.7% in Q2 2026, buying an estimated $1.64M and bringing the position to 252,016 shares worth $25.7M. The position accounts for 1.01% of the portfolio, ranked #27.

Rockland Trust first reported a position in STIP in Q1 2018 and has held it in 34 quarters since. 434 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Rockland Trust held 252,016 shares of iShares 0-5 Year TIPS Bond ETF worth $25.7M as of Q2 2026.
  • Rockland Trust bought 15,881 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.64M.
  • iShares 0-5 Year TIPS Bond ETF made up 1.01% of Rockland Trust's portfolio in Q2 2026, its #27 holding.
  • Rockland Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 34 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.