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

Savant 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 		$27.5M Buy
271,584
+194,224
+251% +$20M 0.08% 165
2026
Q1 		$8M Buy
77,360
+46,978
+155% +$4.84M 0.04% 213
2025
Q4 		$3.11M Buy
30,382
+163
+0.5% +$16.8K 0.02% 321
2025
Q3 		$3.12M Buy
30,219
+1,227
+4% +$127K 0.02% 303
2025
Q2 		$2.98M Sell
28,992
-45
-0.2% -$4.62K 0.02% 288
2025
Q1 		$3M Buy
29,037
+2,428
+9% +$247K 0.03% 261
2024
Q4 		$2.68M Buy
26,609
+14,305
+116% +$1.44M 0.02% 370
2024
Q3 		$1.25M Sell
12,304
-2,353
-16% -$236K 0.01% 566
2024
Q2 		$1.46M Buy
14,657
+30
+0.2% +$2.98K 0.01% 475
2024
Q1 		$1.45M Buy
14,627
+819
+6% +$80.9K 0.02% 436
2023
Q4 		$1.36M Buy
13,808
+562
+4% +$54.8K 0.02% 352
2023
Q3 		$1.28M Sell
13,246
-1,388
-9% -$135K 0.02% 340
2023
Q2 		$1.43M Buy
14,634
+954
+7% +$93.8K 0.02% 315
2023
Q1 		$1.36M Sell
13,680
-2,102
-13% -$205K 0.03% 279
2022
Q4 		$1.54K Buy
+15,782
New +$1.53M ﹤0.01% 596

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

Savant Capital's STIP Position: Q2 2026 in Review

Savant Capital increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 251% in Q2 2026, buying an estimated $20M and bringing the position to 271,584 shares worth $27.5M. The position accounts for 0.08% of the portfolio, ranked #165.

Savant Capital first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Savant Capital held 271,584 shares of iShares 0-5 Year TIPS Bond ETF worth $27.5M as of Q2 2026.
  • Savant Capital bought 194,224 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $20M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of Savant Capital's portfolio in Q2 2026, its #165 holding.
  • Savant Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.