Stifel Financial
STIP icon

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

Stifel Financial’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 		$11.9M Sell
115,282
-19,943
-15% -$2.05M 0.01% 871
2025
Q4 		$13.8M Sell
135,225
-68,895
-34% -$7.09M 0.01% 801
2025
Q3 		$21.1M Buy
204,120
+14,748
+8% +$1.52M 0.02% 608
2025
Q2 		$19.5M Buy
189,372
+67,790
+56% +$6.95M 0.02% 602
2025
Q1 		$12.6M Sell
121,582
-259
-0.2% -$26.4K 0.01% 754
2024
Q4 		$12.3M Sell
121,841
-10,631
-8% -$1.07M 0.01% 780
2024
Q3 		$13.4M Sell
132,472
-4,959
-4% -$497K 0.01% 751
2024
Q2 		$13.7M Sell
137,431
-2,829
-2% -$281K 0.02% 695
2024
Q1 		$13.9M Sell
140,260
-22,091
-14% -$2.18M 0.02% 679
2023
Q4 		$16M Sell
162,351
-63,773
-28% -$6.21M 0.02% 600
2023
Q3 		$21.9M Buy
226,124
+31,341
+16% +$3.05M 0.03% 441
2023
Q2 		$19M Buy
194,783
+26,127
+15% +$2.57M 0.03% 495
2023
Q1 		$16.7M Buy
168,656
+33,681
+25% +$3.29M 0.02% 507
2022
Q4 		$13.1M Sell
134,975
-30,247
-18% -$2.94M 0.02% 582
2022
Q3 		$15.9M Sell
165,222
-100,737
-38% -$10.1M 0.03% 491
2022
Q2 		$27M Buy
265,959
+28,469
+12% +$2.94M 0.04% 357
2022
Q1 		$24.9M Buy
237,490
+34,581
+17% +$3.64M 0.03% 440
2021
Q4 		$21.5M Buy
202,909
+135,218
+200% +$14.3M 0.03% 484
2021
Q3 		$7.15M Buy
67,691
+26,226
+63% +$2.78M 0.01% 860
2021
Q2 		$4.41M Buy
41,465
+34,774
+520% +$3.69M 0.01% 1090
2021
Q1 		$707K Sell
6,691
-34,528
-84% -$3.63M ﹤0.01% 2248
2020
Q4 		$4.3M Sell
41,219
-6,983
-14% -$724K 0.01% 952
2020
Q3 		$5.02M Buy
48,202
+45,522
+1,699% +$4.71M 0.01% 760
2020
Q2 		$274K Buy
2,680
+442
+20% +$44.8K ﹤0.01% 2411
2020
Q1 		$224K Sell
2,238
-23
-1% -$2.31K ﹤0.01% 2373
2019
Q4 		$227K Sell
2,261
-956
-30% -$95.9K ﹤0.01% 2690
2019
Q3 		$322K Sell
3,217
-488
-13% -$48.9K ﹤0.01% 2407
2019
Q2 		$374K Buy
3,705
+33
+0.9% +$3.3K ﹤0.01% 2358
2019
Q1 		$366K Sell
3,672
-319
-8% -$31.5K ﹤0.01% 2242
2018
Q4 		$390K Buy
3,991
+546
+16% +$53.6K ﹤0.01% 2088
2018
Q3 		$342K Sell
3,445
-655
-16% -$64.8K ﹤0.01% 2281
2018
Q2 		$409K Buy
4,100
+569
+16% +$56.7K ﹤0.01% 2123
2018
Q1 		$356K Buy
3,531
+1,085
+44% +$108K ﹤0.01% 2156
2017
Q4 		$244K Sell
2,446
-13
-0.5% -$1.3K ﹤0.01% 2322
2017
Q3 		$246K Sell
2,459
-557
-18% -$55.9K ﹤0.01% 2260
2017
Q2 		$302K Sell
3,016
-2
-0.1% -$202 ﹤0.01% 2130
2017
Q1 		$306K Sell
3,018
-90
-3% -$9.1K ﹤0.01% 2078
2016
Q4 		$312K Sell
3,108
-48
-2% -$4.83K ﹤0.01% 2016
2016
Q3 		$319K Sell
3,156
-370
-10% -$37.4K ﹤0.01% 1954
2016
Q2 		$359K Buy
3,526
+20
+0.6% +$2.02K ﹤0.01% 1948
2016
Q1 		$353K Buy
3,506
+329
+10% +$32.7K ﹤0.01% 1748
2015
Q4 		$314K Buy
3,177
+503
+19% +$49.9K ﹤0.01% 1889
2015
Q3 		$265K Sell
2,674
-65
-2% -$6.46K ﹤0.01% 1884
2015
Q2 		$274K Sell
2,739
-194
-7% -$19.4K ﹤0.01% 2005
2015
Q1 		$291K Buy
2,933
+489
+20% +$48.6K ﹤0.01% 1918
2014
Q4 		$242K Sell
2,444
-196
-7% -$19.6K ﹤0.01% 1975
2014
Q3 		$265K Buy
2,640
+43
+2% +$4.37K ﹤0.01% 1860
2014
Q2 		$266K Buy
2,597
+74
+3% +$7.54K ﹤0.01% 1846
2014
Q1 		$255K Buy
+2,523
New +$256K ﹤0.01% 1808

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

Stifel Financial's STIP Position: Q1 2026 in Review

Stifel Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q1 2026, selling an estimated $2.05M and leaving 115,282 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #871.

Stifel Financial first reported a position in STIP in Q1 2014 and has held it in 49 quarters since. The position peaked at $27M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Stifel Financial held 115,282 shares of iShares 0-5 Year TIPS Bond ETF worth $11.9M as of Q1 2026.
  • Stifel Financial sold 19,943 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.05M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #871 holding.
  • Stifel Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $27M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.