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

SignatureFD’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	$866	Hold	8	–	–	﹤0.01%	3289
2026 Q1	$818	Buy	8 +1	+14%	+$103	﹤0.01%	3250
2025 Q4	$756	Buy	7 +1	+17%	+$103	﹤0.01%	3161
2025 Q3	$638	Buy	+6	New	+$619	﹤0.01%	3153
2024 Q3	–	Sell	-25	Closed	-$2.49K	–	3315
2024 Q2	$2.49K	Sell	25 -3,093	-99%	-$307K	﹤0.01%	2704
2024 Q1	$310K	Buy	3,118 +3,113	+62,260%	+$308K	0.01%	669
2023 Q4	$534	Buy	5 +1	+25%	+$97	﹤0.01%	2966
2023 Q3	$427	Hold	4	–	–	﹤0.01%	3036
2023 Q2	$359	Buy	4 +1	+33%	+$98	﹤0.01%	3099
2023 Q1	$275	Hold	3	–	–	﹤0.01%	3159
2022 Q4	$264	Buy	3 +1	+50%	+$97	﹤0.01%	3172
2022 Q3	$0	Buy	+2	New	+$200	﹤0.01%	3346
2019 Q1	–	Sell	-101	Closed	-$10K	–	2053
2018 Q4	$10K	Buy	+101	New	+$9.91K	﹤0.01%	1363

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

SignatureFD's STIP Position: Q2 2026 in Review

SignatureFD held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 8 shares worth $866. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

SignatureFD first reported a position in STIP in Q4 2018 and has held it in 13 quarters since. The position peaked at $310K in Q1 2024. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

SignatureFD held 8 shares of iShares 0-5 Year TIPS Bond ETF worth $866 as of Q2 2026.
SignatureFD left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3289 holding.
SignatureFD first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 13 quarters since.
SignatureFD's iShares 0-5 Year TIPS Bond ETF position peaked at $310K in Q1 2024.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.