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Winter & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Winter & Associates’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 		$3.16M Buy
30,902
+13,618
+79% +$1.4M 2.37% 15
2026
Q1 		$1.79M Buy
17,284
+6,343
+58% +$653K 1.56% 20
2025
Q4 		$1.12M Buy
+10,941
New +$1.13M 1.04% 26

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

Winter & Associates's STIP Position: Q2 2026 in Review

Winter & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 79% in Q2 2026, buying an estimated $1.4M and bringing the position to 30,902 shares worth $3.16M. The position accounts for 2.37% of the portfolio, ranked #15.

Winter & Associates first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Winter & Associates held 30,902 shares of iShares 0-5 Year TIPS Bond ETF worth $3.16M as of Q2 2026.
  • Winter & Associates bought 13,618 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.4M.
  • iShares 0-5 Year TIPS Bond ETF made up 2.37% of Winter & Associates's portfolio in Q2 2026, its #15 holding.
  • Winter & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.