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

SCS Capital Management’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	$101M	Buy	989,768 +21,774	+2%	+$2.25M	0.96%	21
2026 Q1	$100M	Buy	967,994 +425,008	+78%	+$43.8M	1.06%	19
2025 Q4	$55.6M	Buy	542,986 +40,809	+8%	+$4.2M	0.59%	29
2025 Q3	$51.9M	Sell	502,177 -6,740	-1%	-$695K	0.57%	27
2025 Q2	$52.4M	Buy	508,917 +13,149	+3%	+$1.35M	0.58%	27
2025 Q1	$51.3M	Buy	495,768 +193,844	+64%	+$19.8M	0.65%	23
2024 Q4	$30.4M	Sell	301,924 -4,548	-1%	-$458K	0.63%	25
2024 Q3	$31.1M	Sell	306,472 -17,203	-5%	-$1.72M	0.63%	26
2024 Q2	$32.2M	Sell	323,675 -22,251	-6%	-$2.21M	0.67%	25
2024 Q1	$34.4M	Sell	345,926 -19,630	-5%	-$1.94M	0.73%	25
2023 Q4	$36M	Buy	+365,556	New	+$35.6M	0.82%	23

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

SCS Capital Management's STIP Position: Q2 2026 in Review

SCS Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.2% in Q2 2026, buying an estimated $2.25M and bringing the position to 989,768 shares worth $101M. The position accounts for 0.96% of the portfolio, ranked #21.

SCS Capital Management first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

SCS Capital Management held 989,768 shares of iShares 0-5 Year TIPS Bond ETF worth $101M as of Q2 2026.
SCS Capital Management bought 21,774 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.25M.
iShares 0-5 Year TIPS Bond ETF made up 0.96% of SCS Capital Management's portfolio in Q2 2026, its #21 holding.
SCS Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.