Truist Financial
STIP icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial's STIP Position: Q1 2026 in Review

Truist Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 26% in Q1 2026, selling an estimated $1.77M and leaving 49,030 shares worth $5.07M. The position accounts for 0.01% of the portfolio, ranked #855.

Truist Financial first reported a position in STIP in Q3 2013 and has held it in 27 quarters since. The position peaked at $78.6M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Truist Financial held 49,030 shares of iShares 0-5 Year TIPS Bond ETF worth $5.07M as of Q1 2026.
  • Truist Financial sold 17,202 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.77M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #855 holding.
  • Truist Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2013 and has held it in 27 quarters since.
  • Truist Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $78.6M in Q3 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.