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

StoneX Group’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 		$1.06M Sell
10,337
-1,282
-11% -$132K 0.04% 337
2026
Q1 		$1.2M Buy
11,619
+6,058
+109% +$624K 0.06% 230
2025
Q4 		$569K Buy
+5,561
New +$572K 0.02% 491
2024
Q2 		– Sell
-4,018
Closed -$399K – 733
2024
Q1 		$399K Buy
4,018
+333
+9% +$32.9K 0.04% 361
2023
Q4 		$363K Buy
3,685
+2
+0.1% +$195 0.04% 365
2023
Q3 		$357K Sell
3,683
-220
-6% -$21.4K 0.04% 361
2023
Q2 		$381K Sell
3,903
-2,099
-35% -$206K 0.04% 348
2023
Q1 		$596K Buy
6,002
+1,689
+39% +$165K 0.07% 270
2022
Q4 		$418K Sell
4,313
-360
-8% -$35K 0.05% 330
2022
Q3 		$449K Buy
4,673
+147
+3% +$14.7K 0.06% 289
2022
Q2 		$459K Buy
4,526
+1,197
+36% +$124K 0.06% 310
2022
Q1 		$349K Buy
+3,329
New +$351K 0.03% 431
2021
Q3 		– Sell
-2,272
Closed -$242K – 508
2021
Q2 		$242K Buy
+2,272
New +$241K 0.04% 409
2020
Q4 		– Sell
-1,994
Closed -$207K – 382
2020
Q3 		$207K Buy
+1,994
New +$206K 0.07% 307

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

StoneX Group's STIP Position: Q2 2026 in Review

StoneX Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, selling an estimated $132K and leaving 10,337 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #337.

StoneX Group first reported a position in STIP in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.2M in Q1 2026. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • StoneX Group held 10,337 shares of iShares 0-5 Year TIPS Bond ETF worth $1.06M as of Q2 2026.
  • StoneX Group sold 1,282 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of StoneX Group's portfolio in Q2 2026, its #337 holding.
  • StoneX Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 14 quarters since.
  • StoneX Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.2M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.