Smartleaf Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Smartleaf Asset 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	$3.88K	Hold	38	–	–	﹤0.01%	2765
2026 Q1	$3.93K	Sell	38 -7	-16%	-$721	﹤0.01%	2768
2025 Q4	$4.61K	Sell	45 -1,093	-96%	-$113K	﹤0.01%	2734
2025 Q3	$118K	Sell	1,138 -189	-14%	-$19.5K	0.01%	974
2025 Q2	$136K	Buy	1,327 +933	+237%	+$95.7K	0.01%	732
2025 Q1	$40.7K	Buy	394 +389	+7,780%	+$39.6K	﹤0.01%	1256
2024 Q4	$502	Buy	+5	New	+$504	﹤0.01%	2787

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

Smartleaf Asset Management's STIP Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 38 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2765.

Smartleaf Asset Management first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q2 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Smartleaf Asset Management held 38 shares of iShares 0-5 Year TIPS Bond ETF worth $3.88K as of Q2 2026.
Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #2765 holding.
Smartleaf Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $136K in Q2 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.