Van Hulzen Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Van Hulzen Asset Management’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	$3.14M	Buy	30,690 +368	+1%	+$38K	0.22%	90
2026 Q1	$3.14M	Buy	30,322 +3,697	+14%	+$381K	0.23%	81
2025 Q4	$2.73M	Buy	26,625 +3,293	+14%	+$339K	0.2%	84
2025 Q3	$2.41M	Buy	23,332 +1,666	+8%	+$172K	0.18%	91
2025 Q2	$2.23M	Buy	+21,666	New	+$2.22M	0.19%	95

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

Van Hulzen Asset Management's STIP Position: Q2 2026 in Review

Van Hulzen Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.2% in Q2 2026, buying an estimated $38K and bringing the position to 30,690 shares worth $3.14M. The position accounts for 0.22% of the portfolio, ranked #90.

Van Hulzen Asset Management first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.14M in Q1 2026. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Van Hulzen Asset Management held 30,690 shares of iShares 0-5 Year TIPS Bond ETF worth $3.14M as of Q2 2026.
Van Hulzen Asset Management bought 368 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $38K.
iShares 0-5 Year TIPS Bond ETF made up 0.22% of Van Hulzen Asset Management's portfolio in Q2 2026, its #90 holding.
Van Hulzen Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
Van Hulzen Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.14M in Q1 2026.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.