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

Summit 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
Q2 		$5.9M Buy
57,757
+2,339
+4% +$241K 0.06% 308
2026
Q1 		$5.73M Buy
55,418
+48,047
+652% +$4.95M 0.07% 280
2025
Q4 		$755K Sell
7,371
-14
-0.2% -$1.44K 0.01% 758
2025
Q3 		$763K Buy
7,385
+1,402
+23% +$145K 0.01% 735
2025
Q2 		$616K Sell
5,983
-65
-1% -$6.67K 0.01% 526
2025
Q1 		$626K Buy
6,048
+873
+17% +$88.9K 0.02% 460
2024
Q4 		$521K Hold
5,175
– – 0.02% 445
2024
Q3 		$524K Buy
+5,175
New +$518K 0.02% 366

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

Summit Financial's STIP Position: Q2 2026 in Review

Summit Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.2% in Q2 2026, buying an estimated $241K and bringing the position to 57,757 shares worth $5.9M. The position accounts for 0.06% of the portfolio, ranked #308.

Summit Financial first reported a position in STIP in Q3 2024 and has held it in 8 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Summit Financial held 57,757 shares of iShares 0-5 Year TIPS Bond ETF worth $5.9M as of Q2 2026.
  • Summit Financial bought 2,339 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $241K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #308 holding.
  • Summit Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.