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Sigma Investment Counselors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sigma Investment Counselors’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 		$42.6M Buy
416,939
+9,614
+2% +$992K 2.08% 8
2026
Q1 		$42.1M Buy
407,325
+6,862
+2% +$706K 2.23% 6
2025
Q4 		$41M Buy
400,463
+8,097
+2% +$834K 2.08% 7
2025
Q3 		$40.6M Buy
392,366
+4,535
+1% +$468K 2.1% 5
2025
Q2 		$39.9M Buy
387,831
+7,373
+2% +$756K 2.2% 5
2025
Q1 		$39.4M Buy
380,458
+6,031
+2% +$614K 2.41% 5
2024
Q4 		$37.7M Buy
374,427
+13,645
+4% +$1.38M 2.21% 6
2024
Q3 		$36.6M Buy
360,782
+4,255
+1% +$426K 2.14% 6
2024
Q2 		$35.5M Sell
356,527
-439
-0.1% -$43.6K 2.22% 6
2024
Q1 		$35.5M Buy
356,966
+5,982
+2% +$591K 2.29% 5
2023
Q4 		$34.6M Sell
350,984
-27,842
-7% -$2.71M 2.44% 6
2023
Q3 		$36.7M Sell
378,826
-9,504
-2% -$923K 2.77% 5
2023
Q2 		$37.9M Buy
388,330
+6,828
+2% +$672K 2.78% 5
2023
Q1 		$37.9M Buy
381,502
+1,430
+0.4% +$140K 2.94% 5
2022
Q4 		$36.9M Sell
380,072
-19,513
-5% -$1.9M 3.03% 5
2022
Q3 		$38.4M Buy
399,585
+8,617
+2% +$863K 3.27% 5
2022
Q2 		$39.7M Buy
390,968
+388,973
+19,497% +$40.2M 3.23% 5
2022
Q1 		$209K Hold
1,995
– – 0.02% 187
2021
Q4 		$211K Buy
+1,995
New +$211K 0.01% 188

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

Sigma Investment Counselors's STIP Position: Q2 2026 in Review

Sigma Investment Counselors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.4% in Q2 2026, buying an estimated $992K and bringing the position to 416,939 shares worth $42.6M. The position accounts for 2.08% of the portfolio, ranked #8.

Sigma Investment Counselors first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Sigma Investment Counselors held 416,939 shares of iShares 0-5 Year TIPS Bond ETF worth $42.6M as of Q2 2026.
  • Sigma Investment Counselors bought 9,614 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $992K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.08% of Sigma Investment Counselors's portfolio in Q2 2026, its #8 holding.
  • Sigma Investment Counselors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.