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

Summit Trail Advisors’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 		$9.89M Buy
95,580
+3,510
+4% +$361K 0.14% 85
2025
Q4 		$9.43M Sell
92,070
-6,543
-7% -$674K 0.16% 81
2025
Q3 		$10.2M Buy
98,613
+30,199
+44% +$3.11M 0.14% 83
2025
Q2 		$7.04M Sell
68,414
-11,230
-14% -$1.15M 0.12% 93
2025
Q1 		$8.24M Buy
79,644
+35,695
+81% +$3.64M 0.27% 38
2024
Q4 		$4.42M Buy
+43,949
New +$4.43M 0.16% 51

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

Summit Trail Advisors's STIP Position: Q1 2026 in Review

Summit Trail Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.8% in Q1 2026, buying an estimated $361K and bringing the position to 95,580 shares worth $9.89M. The position accounts for 0.14% of the portfolio, ranked #85.

Summit Trail Advisors first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.2M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Summit Trail Advisors held 95,580 shares of iShares 0-5 Year TIPS Bond ETF worth $9.89M as of Q1 2026.
  • Summit Trail Advisors bought 3,510 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $361K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.14% of Summit Trail Advisors's portfolio in Q1 2026, its #85 holding.
  • Summit Trail Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Summit Trail Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $10.2M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.