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Wellington-Altus USA’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Wellington-Altus USA’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 		$361K Sell
3,492
-385
-10% -$39.7K 0.26% 83
2026
Q1 		$396K Buy
3,877
+277
+8% +$28.5K 0.23% 99
2025
Q4 		$369K Buy
+3,600
New +$371K 0.27% 79

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

Wellington-Altus USA's STIP Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.9% in Q2 2026, selling an estimated $39.7K and leaving 3,492 shares worth $361K. The position accounts for 0.26% of the portfolio, ranked #83.

Wellington-Altus USA first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $396K in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Wellington-Altus USA held 3,492 shares of iShares 0-5 Year TIPS Bond ETF worth $361K as of Q2 2026.
  • Wellington-Altus USA sold 385 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $39.7K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.26% of Wellington-Altus USA's portfolio in Q2 2026, its #83 holding.
  • Wellington-Altus USA first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares 0-5 Year TIPS Bond ETF position peaked at $396K in Q1 2026.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.