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Stokes Family Office’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stokes Family Office’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 		$781K Buy
+7,642
New +$788K 0.09% 154
2025
Q4 		– Sell
-6,973
Closed -$721K – 315
2025
Q3 		$721K Buy
6,973
+1,534
+28% +$158K 0.07% 148
2025
Q2 		$560K Buy
+5,439
New +$558K 0.06% 154
2022
Q4 		– Sell
-3,354
Closed -$322K – 300
2022
Q3 		$322K Buy
+3,354
New +$336K 0.05% 196

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

Stokes Family Office's STIP Position: Q2 2026 in Review

Stokes Family Office opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 7,642 shares worth $781K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings. This is a return to the name: Stokes Family Office previously reported a position in STIP as recently as Q3 2025.

Stokes Family Office first reported a position in STIP in Q3 2022 and has held it in 4 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Stokes Family Office held 7,642 shares of iShares 0-5 Year TIPS Bond ETF worth $781K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Stokes Family Office position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Stokes Family Office's portfolio in Q2 2026, its #154 holding.
  • Stokes Family Office first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 4 quarters since.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.