VFO
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Virtus Family Office’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Virtus Family Office’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 		$1.83M Sell
17,903
-316
-2% -$32.6K 1.45% 26
2026
Q1 		$1.88M Sell
18,219
-4,208
-19% -$433K 1.61% 17
2025
Q4 		$2.3M Buy
22,427
+2,384
+12% +$245K 1.98% 15
2025
Q3 		$2.07M Buy
20,043
+6,519
+48% +$672K 1.94% 16
2025
Q2 		$1.39M Sell
13,524
-321
-2% -$32.9K 1.78% 23
2025
Q1 		$1.43M Buy
13,845
+13
+0.1% +$1.32K 1.84% 24
2024
Q4 		$1.39M Buy
13,832
+1,067
+8% +$108K 1.74% 25
2024
Q3 		$1.29M Sell
12,765
-98
-0.8% -$9.82K 1.71% 27
2024
Q2 		$1.28M Buy
12,863
+2,061
+19% +$204K 1.74% 28
2024
Q1 		$1.07M Buy
10,802
+73
+0.7% +$7.21K 1.71% 23
2023
Q4 		$1.06M Buy
10,729
+491
+5% +$47.8K 1.77% 24
2023
Q3 		$992K Sell
10,238
-867
-8% -$84.2K 1.8% 22
2023
Q2 		$1.08M Buy
11,105
+7,376
+198% +$726K 2.01% 22
2023
Q1 		$370K Hold
3,729
– – 0.73% 32
2022
Q4 		$362K Buy
+3,729
New +$362K 0.81% 32

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Virtus Family Office's STIP Position: Q2 2026 in Review

Virtus Family Office reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q2 2026, selling an estimated $32.6K and leaving 17,903 shares worth $1.83M. The position accounts for 1.45% of the portfolio, ranked #26.

Virtus Family Office first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.3M in Q4 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Virtus Family Office held 17,903 shares of iShares 0-5 Year TIPS Bond ETF worth $1.83M as of Q2 2026.
  • Virtus Family Office sold 316 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $32.6K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.45% of Virtus Family Office's portfolio in Q2 2026, its #26 holding.
  • Virtus Family Office first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Virtus Family Office's iShares 0-5 Year TIPS Bond ETF position peaked at $2.3M in Q4 2025.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.