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Trivant Custom Portfolio Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Trivant Custom Portfolio Group’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 		$9.29M Buy
90,872
+958
+1% +$98.8K 4.95% 3
2026
Q1 		$9.3M Buy
+89,914
New +$9.26M 5.1% 2
2025
Q4 		– Sell
-68,202
Closed -$7.05M – 77
2025
Q3 		$7.05M Buy
68,202
+3,506
+5% +$362K 3.62% 5
2025
Q2 		$6.66M Buy
64,696
+3,924
+6% +$403K 3.66% 5
2025
Q1 		$6.29M Buy
60,772
+7,179
+13% +$731K 3.62% 6
2024
Q4 		$5.39M Buy
53,593
+1,405
+3% +$142K 3.15% 7
2024
Q3 		$5.29M Buy
52,188
+3,205
+7% +$321K 3.05% 6
2024
Q2 		$4.87M Buy
48,983
+5,378
+12% +$534K 2.99% 7
2024
Q1 		$4.34M Sell
43,605
-8,678
-17% -$858K 2.76% 9
2023
Q4 		$5.15M Sell
52,283
-4,632
-8% -$451K 3.44% 4
2023
Q3 		$5.52M Buy
56,915
+1,228
+2% +$119K 4.06% 5
2023
Q2 		$5.44M Sell
55,687
-29,894
-35% -$2.94M 3.83% 4
2023
Q1 		$8.49M Buy
+85,581
New +$8.37M 6.07% 2

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

Trivant Custom Portfolio Group's STIP Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.1% in Q2 2026, buying an estimated $98.8K and bringing the position to 90,872 shares worth $9.29M. The position accounts for 4.95% of the portfolio, ranked #3.

Trivant Custom Portfolio Group first reported a position in STIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.3M in Q1 2026. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Trivant Custom Portfolio Group held 90,872 shares of iShares 0-5 Year TIPS Bond ETF worth $9.29M as of Q2 2026.
  • Trivant Custom Portfolio Group bought 958 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $98.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 4.95% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #3 holding.
  • Trivant Custom Portfolio Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Trivant Custom Portfolio Group's iShares 0-5 Year TIPS Bond ETF position peaked at $9.3M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.