Truist Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Truist Financial’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	$7.03M	Buy	68,770 +19,740	+40%	+$2.04M	0.01%	771
2026 Q1	$5.07M	Sell	49,030 -17,202	-26%	-$1.77M	0.01%	855
2025 Q4	$6.78M	Sell	66,232 -59,109	-47%	-$6.08M	0.01%	736
2025 Q3	$13M	Sell	125,341 -13,064	-9%	-$1.35M	0.02%	533
2025 Q2	$14.2M	Buy	138,405 +50,672	+58%	+$5.2M	0.02%	492
2025 Q1	$9.08M	Buy	87,733 +2,802	+3%	+$285K	0.01%	595
2024 Q4	$8.54M	Sell	84,931 -14,666	-15%	-$1.48M	0.01%	629
2024 Q3	$10.1M	Buy	99,597 +31,100	+45%	+$3.12M	0.02%	588
2024 Q2	$6.81M	Sell	68,497 -9,074	-12%	-$900K	0.01%	741
2024 Q1	$7.71M	Sell	77,571 -63,114	-45%	-$6.24M	0.01%	723
2023 Q4	$13.9M	Sell	140,685 -21,105	-13%	-$2.06M	0.02%	509
2023 Q3	$15.7M	Sell	161,790 -19,023	-11%	-$1.85M	0.03%	448
2023 Q2	$17.6M	Sell	180,813 -30,827	-15%	-$3.03M	0.03%	425
2023 Q1	$21M	Sell	211,640 -100,873	-32%	-$9.86M	0.04%	366
2022 Q4	$30.3M	Sell	312,513 -505,013	-62%	-$49.1M	0.05%	306
2022 Q3	$78.6M	Buy	817,526 +93,232	+13%	+$9.34M	0.15%	139
2022 Q2	$73.5M	Buy	724,294 +71,543	+11%	+$7.39M	0.13%	156
2022 Q1	$68.5M	Buy	652,751 +471,372	+260%	+$49.6M	0.11%	190
2021 Q4	$19.2M	Buy	181,379 +69,144	+62%	+$7.33M	0.03%	444
2021 Q3	$11.9M	Buy	112,235 +6,923	+7%	+$734K	0.02%	579
2021 Q2	$11.2M	Buy	105,312 +66,174	+169%	+$7.03M	0.02%	593
2021 Q1	$4.14M	Buy	39,138 +8,465	+28%	+$890K	0.01%	917
2020 Q4	$3.2M	Sell	30,673 -380,297	-93%	-$39.4M	0.01%	987
2020 Q3	$42.8M	Buy	410,970 +93,027	+29%	+$9.62M	0.09%	212
2020 Q2	$32.6M	Buy	317,943 +77,004	+32%	+$7.81M	0.07%	252
2020 Q1	$24.1M	Buy	240,939 +14,799	+7%	+$1.49M	0.06%	296
2019 Q4	$22.8M	Buy	+226,140	New	+$22.7M	0.05%	386
2013 Q4	–	Sell	-2,452	Closed	-$248K	–	789
2013 Q3	$248K	Buy	+2,452	New	+$248K	0.01%	652

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

Truist Financial's STIP Position: Q2 2026 in Review

Truist Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q2 2026, buying an estimated $2.04M and bringing the position to 68,770 shares worth $7.03M. The position accounts for 0.01% of the portfolio, ranked #771.

Truist Financial first reported a position in STIP in Q3 2013 and has held it in 28 quarters since. The position peaked at $78.6M in Q3 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Truist Financial held 68,770 shares of iShares 0-5 Year TIPS Bond ETF worth $7.03M as of Q2 2026.
Truist Financial bought 19,740 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.04M.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #771 holding.
Truist Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2013 and has held it in 28 quarters since.
Truist Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $78.6M in Q3 2022.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.