Vestmark Advisory Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vestmark Advisory Solutions’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	$1.97M	Buy	19,320 +9,400	+95%	+$970K	0.02%	721
2026 Q1	$1.03M	Sell	9,920 -2,733	-22%	-$281K	0.01%	864
2025 Q4	$1.3M	Buy	12,653 +2,841	+29%	+$292K	0.02%	724
2025 Q3	$1.01M	Buy	9,812 +4,353	+80%	+$449K	0.02%	542
2025 Q2	$562K	Buy	5,459 +411	+8%	+$42.2K	0.01%	598
2025 Q1	$522K	Buy	+5,048	New	+$514K	0.01%	508
2023 Q3	–	Sell	-2,469	Closed	-$241K	–	814
2023 Q2	$241K	Sell	2,469 -1,078	-30%	-$106K	0.01%	775
2023 Q1	$352K	Sell	3,547 -708	-17%	-$69.2K	0.02%	654
2022 Q4	$413K	Sell	4,255 -1,690	-28%	-$164K	0.02%	603
2022 Q3	$571K	Buy	5,945 +61	+1%	+$6.11K	0.03%	507
2022 Q2	$597K	Buy	+5,884	New	+$607K	0.03%	506
2022 Q1	–	Sell	-3,534	Closed	-$374K	–	898
2021 Q4	$374K	Buy	+3,534	New	+$374K	0.02%	629
2020 Q4	–	Sell	-24,940	Closed	-$2.6M	–	608
2020 Q3	$2.6M	Buy	24,940 +6,424	+35%	+$665K	0.35%	72
2020 Q2	$1.9M	Buy	18,516 +4,676	+34%	+$474K	0.29%	93
2020 Q1	$1.38M	Sell	13,840 -13,008	-48%	-$1.31M	0.27%	108
2019 Q4	$1.76M	Buy	26,848 +16,447	+158%	+$1.65M	0.36%	98
2019 Q3	$1.04M	Buy	10,401 +746	+8%	+$74.7K	0.17%	175
2019 Q2	$971K	Buy	9,655 +1,477	+18%	+$148K	0.17%	181
2019 Q1	$815K	Buy	+8,178	New	+$808K	0.15%	198

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

Vestmark Advisory Solutions's STIP Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 95% in Q2 2026, buying an estimated $970K and bringing the position to 19,320 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #721.

Vestmark Advisory Solutions first reported a position in STIP in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.6M in Q3 2020. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Vestmark Advisory Solutions held 19,320 shares of iShares 0-5 Year TIPS Bond ETF worth $1.97M as of Q2 2026.
Vestmark Advisory Solutions bought 9,400 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $970K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #721 holding.
Vestmark Advisory Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 19 quarters since.
Vestmark Advisory Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $2.6M in Q3 2020.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.