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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
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
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

Vestmark Advisory Solutions's STIP Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 22% in Q1 2026, selling an estimated $281K and leaving 9,920 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #864.

Vestmark Advisory Solutions first reported a position in STIP in Q1 2019 and has held it in 18 quarters since. The position peaked at $2.6M in Q3 2020. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Vestmark Advisory Solutions held 9,920 shares of iShares 0-5 Year TIPS Bond ETF worth $1.03M as of Q1 2026.
  • Vestmark Advisory Solutions sold 2,733 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $281K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #864 holding.
  • Vestmark Advisory Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 18 quarters since.
  • Vestmark Advisory Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $2.6M in Q3 2020.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.