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

Stephens Inc’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
Q1 		$7.06M Buy
68,268
+50,085
+275% +$5.16M 0.09% 217
2025
Q4 		$1.86M Buy
18,183
+5,500
+43% +$566K 0.02% 488
2025
Q3 		$1.31M Buy
12,683
+3,100
+32% +$320K 0.02% 578
2025
Q2 		$986K Buy
9,583
+2,177
+29% +$223K 0.01% 624
2025
Q1 		$766K Buy
7,406
+1,266
+21% +$129K 0.01% 678
2024
Q4 		$618K Buy
+6,140
New +$619K 0.01% 758
2023
Q4 		– Sell
-3,402
Closed -$330K – 1291
2023
Q3 		$330K Sell
3,402
-61,507
-95% -$5.98M 0.01% 876
2023
Q2 		$6.34M Sell
64,909
-68,081
-51% -$6.7M 0.11% 195
2023
Q1 		$13.2M Sell
132,990
-97,136
-42% -$9.49M 0.25% 97
2022
Q4 		$22.3M Sell
230,126
-19,790
-8% -$1.92M 0.46% 51
2022
Q3 		$24M Buy
249,916
+236,825
+1,809% +$23.7M 0.51% 44
2022
Q2 		$1.33M Buy
13,091
+6,629
+103% +$684K 0.03% 458
2022
Q1 		$678K Sell
6,462
-64,989
-91% -$6.84M 0.01% 702
2021
Q4 		$7.57M Buy
71,451
+6,818
+11% +$722K 0.11% 198
2021
Q3 		$6.83M Buy
64,633
+60,545
+1,481% +$6.42M 0.11% 207
2021
Q2 		$435K Hold
4,088
– – 0.01% 926
2021
Q1 		$432K Sell
4,088
-1,783
-30% -$188K 0.01% 886
2020
Q4 		$613K Sell
5,871
-4,105
-41% -$426K 0.01% 721
2020
Q3 		$1.04M Buy
9,976
+41
+0.4% +$4.24K 0.02% 543
2020
Q2 		$1.02M Buy
9,935
+564
+6% +$57.2K 0.02% 513
2020
Q1 		$936K Buy
9,371
+549
+6% +$55.2K 0.02% 477
2019
Q4 		$889K Sell
8,822
-1,395
-14% -$140K 0.02% 584
2019
Q3 		$1.02M Sell
10,217
-114
-1% -$11.4K 0.02% 547
2019
Q2 		$1.04M Sell
10,331
-257
-2% -$25.7K 0.02% 569
2019
Q1 		$1.05M Sell
10,588
-101
-0.9% -$9.98K 0.03% 560
2018
Q4 		$1.05M Sell
10,689
-3,775
-26% -$371K 0.03% 516
2018
Q3 		$1.43M Buy
14,464
+1,152
+9% +$114K 0.04% 473
2018
Q2 		$1.33M Buy
+13,312
New +$1.33M 0.04% 408

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stephens Inc's STIP Position: Q1 2026 in Review

Stephens Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 275% in Q1 2026, buying an estimated $5.16M and bringing the position to 68,268 shares worth $7.06M. The position accounts for 0.09% of the portfolio, ranked #217.

Stephens Inc first reported a position in STIP in Q2 2018 and has held it in 28 quarters since. The position peaked at $24M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Stephens Inc held 68,268 shares of iShares 0-5 Year TIPS Bond ETF worth $7.06M as of Q1 2026.
  • Stephens Inc bought 50,085 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $5.16M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Stephens Inc's portfolio in Q1 2026, its #217 holding.
  • Stephens Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • Stephens Inc's iShares 0-5 Year TIPS Bond ETF position peaked at $24M in Q3 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.