UBS AM’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

UBS AM’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	–	Sell	-387	Closed	-$40K	–	3857
2026 Q1	$40K	Buy	+387	New	+$39.8K	﹤0.01%	2998
2022 Q4	–	Sell	-133,731	Closed	-$12.9M	–	2726
2022 Q3	$12.9M	Buy	+133,731	New	+$13.4M	0.01%	880
2019 Q2	–	Sell	-36	Closed	-$3.59K	–	2881
2019 Q1	$3.59K	Sell	36 -184	-84%	-$18.2K	﹤0.01%	2742
2018 Q4	$21.6K	Sell	220 -65	-23%	-$6.38K	﹤0.01%	2630
2018 Q3	$28.2K	Hold	285	–	–	﹤0.01%	2611
2018 Q2	$28.4K	Hold	285	–	–	﹤0.01%	2631
2018 Q1	$28.5K	Sell	285 -124	-30%	-$12.4K	﹤0.01%	2526
2017 Q4	$40.8K	Buy	409 +218	+114%	+$21.9K	﹤0.01%	2447
2017 Q3	$19.2K	Sell	191 -21	-10%	-$2.11K	﹤0.01%	2437
2017 Q2	$21.3K	Buy	212 +59	+39%	+$5.95K	﹤0.01%	2418
2017 Q1	$15.5K	Buy	+153	New	+$15.5K	﹤0.01%	2389

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

UBS AM's STIP Position: Q2 2026 in Review

UBS AM sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 387 shares — an estimated $40K sold.

UBS AM first reported a position in STIP in Q1 2017 and held it in 11 quarters. The position peaked at $12.9M in Q3 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

UBS AM reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
UBS AM sold 387 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $40K.
UBS AM first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and held it in 11 quarters.
UBS AM's iShares 0-5 Year TIPS Bond ETF position peaked at $12.9M in Q3 2022.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.