Ted Buchan & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ted Buchan & Co’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	$217K	Hold	2,129	–	–	0.07%	89
2026 Q1	$220K	Sell	2,129 -3,246	-60%	-$334K	0.08%	84
2025 Q4	$550K	Buy	5,375 +3,414	+174%	+$351K	0.2%	62
2025 Q3	$203K	Sell	1,961 -3,629	-65%	-$374K	0.08%	82
2025 Q2	$575K	Sell	5,590 -49	-0.9%	-$5.03K	0.23%	65
2025 Q1	$583K	Hold	5,639	–	–	0.28%	57
2024 Q4	$567K	Hold	5,639	–	–	0.27%	57
2024 Q3	$571K	Sell	5,639 -1,927	-25%	-$193K	0.27%	56
2024 Q2	$753K	Sell	7,566 -1,683	-18%	-$167K	0.4%	44
2024 Q1	$920K	Sell	9,249 -2,169	-19%	-$214K	0.56%	38
2023 Q4	$1.13M	Buy	11,418 +3,047	+36%	+$297K	0.82%	26
2023 Q3	$811K	Sell	8,371 -450	-5%	-$43.7K	0.65%	36
2023 Q2	$861K	Sell	8,821 -5,317	-38%	-$523K	0.66%	37
2023 Q1	$1.4M	Sell	14,138 -10,865	-43%	-$1.06M	1.17%	19
2022 Q4	$2.42M	Buy	+25,003	New	+$2.43M	2.24%	11

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

Ted Buchan & Co's STIP Position: Q2 2026 in Review

Ted Buchan & Co held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,129 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #89.

Ted Buchan & Co first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.42M in Q4 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Ted Buchan & Co held 2,129 shares of iShares 0-5 Year TIPS Bond ETF worth $217K as of Q2 2026.
Ted Buchan & Co left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.07% of Ted Buchan & Co's portfolio in Q2 2026, its #89 holding.
Ted Buchan & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
Ted Buchan & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $2.42M in Q4 2022.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.