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Roundview Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Roundview Capital’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 		$2.09M Buy
20,431
+97
+0.5% +$10K 0.11% 149
2026
Q1 		$2.1M Buy
20,334
+116
+0.6% +$11.9K 0.13% 149
2025
Q4 		$2.07M Buy
20,218
+1,234
+7% +$127K 0.13% 150
2025
Q3 		$1.96M Buy
18,984
+477
+3% +$49.2K 0.12% 150
2025
Q2 		$1.9M Buy
18,507
+2,819
+18% +$289K 0.13% 150
2025
Q1 		$1.62M Hold
15,688
– – 0.12% 159
2024
Q4 		$1.58M Sell
15,688
-449
-3% -$45.3K 0.11% 166
2024
Q3 		$1.64M Buy
16,137
+55
+0.3% +$5.51K 0.12% 161
2024
Q2 		$1.6M Sell
16,082
-126
-0.8% -$12.5K 0.13% 152
2024
Q1 		$1.61M Sell
16,208
-385
-2% -$38K 0.13% 152
2023
Q4 		$1.64M Sell
16,593
-696
-4% -$67.8K 0.15% 141
2023
Q3 		$1.68M Sell
17,289
-3,284
-16% -$319K 0.17% 129
2023
Q2 		$2.01M Sell
20,573
-875
-4% -$86.1K 0.2% 118
2023
Q1 		$2.13M Buy
21,448
+411
+2% +$40.2K 0.22% 114
2022
Q4 		$2.04M Buy
21,037
+2,094
+11% +$203K 0.23% 110
2022
Q3 		$1.82M Buy
+18,943
New +$1.9M 0.23% 112

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

Roundview Capital's STIP Position: Q2 2026 in Review

Roundview Capital increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.48% in Q2 2026, buying an estimated $10K and bringing the position to 20,431 shares worth $2.09M. The position accounts for 0.11% of the portfolio, ranked #149.

Roundview Capital first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.13M in Q1 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Roundview Capital held 20,431 shares of iShares 0-5 Year TIPS Bond ETF worth $2.09M as of Q2 2026.
  • Roundview Capital bought 97 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $10K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Roundview Capital's portfolio in Q2 2026, its #149 holding.
  • Roundview Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Roundview Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $2.13M in Q1 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.