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 Q2	$9.75M	Sell	95,428 -152	-0.2%	-$15.7K	0.12%	99
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Trail Advisors's STIP Position: Q2 2026 in Review

Summit Trail Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.16% in Q2 2026, selling an estimated $15.7K and leaving 95,428 shares worth $9.75M. The position accounts for 0.12% of the portfolio, ranked #99.

Summit Trail Advisors first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q3 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Summit Trail Advisors held 95,428 shares of iShares 0-5 Year TIPS Bond ETF worth $9.75M as of Q2 2026.
Summit Trail Advisors sold 152 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares 0-5 Year TIPS Bond ETF made up 0.12% of Summit Trail Advisors's portfolio in Q2 2026, its #99 holding.
Summit Trail Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Summit Trail Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $10.2M in Q3 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.