Symmetry Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Symmetry Partners’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	$208K	Hold	2,032	–	–	0.01%	263
2026 Q1	$210K	Hold	2,032	–	–	0.01%	195
2025 Q4	$208K	Hold	2,032	–	–	0.01%	191
2025 Q3	$210K	Hold	2,032	–	–	0.02%	156
2025 Q2	$209K	Hold	2,032	–	–	0.03%	139
2025 Q1	$210K	Hold	2,032	–	–	0.03%	127
2024 Q4	$204K	Buy	+2,032	New	+$205K	0.03%	125

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

Symmetry Partners's STIP Position: Q2 2026 in Review

Symmetry Partners held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,032 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #263.

Symmetry Partners first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $210K in Q1 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Symmetry Partners held 2,032 shares of iShares 0-5 Year TIPS Bond ETF worth $208K as of Q2 2026.
Symmetry Partners left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #263 holding.
Symmetry Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Symmetry Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $210K in Q1 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.