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Beacon Financial Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Beacon Financial Advisory’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 		$319K Sell
3,123
-359
-10% -$37K 0.06% 319
2026
Q1 		$360K Sell
3,482
-7
-0.2% -$721 0.08% 281
2025
Q4 		$357K Sell
3,489
-1,892
-35% -$195K 0.08% 264
2025
Q3 		$556K Buy
5,381
+5
+0.1% +$516 0.13% 193
2025
Q2 		$553K Buy
5,376
+1,034
+24% +$106K 0.14% 184
2025
Q1 		$449K Sell
4,342
-565
-12% -$57.6K 0.14% 182
2024
Q4 		$494K Sell
4,907
-151
-3% -$15.2K 0.16% 160
2024
Q3 		$512K Sell
5,058
-520
-9% -$52.1K 0.17% 153
2024
Q2 		$555K Buy
5,578
+9
+0.2% +$893 0.21% 135
2024
Q1 		$554K Sell
5,569
-2,900
-34% -$287K 0.27% 107
2023
Q4 		$835K Sell
8,469
-4,257
-33% -$415K 0.4% 72
2023
Q3 		$1.23M Sell
12,726
-2,184
-15% -$212K 0.68% 35
2023
Q2 		$1.46M Sell
14,910
-1,532
-9% -$151K 0.84% 24
2023
Q1 		$1.63M Sell
16,442
-2,462
-13% -$241K 1.04% 19
2022
Q4 		$1.83M Sell
18,904
-1,766
-9% -$172K 1.31% 15
2022
Q3 		$1.99M Sell
20,670
-370
-2% -$37.1K 1.42% 12
2022
Q2 		$2.13M Buy
21,040
+1,000
+5% +$103K 1.21% 14
2022
Q1 		$2.1M Sell
20,040
-3,166
-14% -$333K 1% 21
2021
Q4 		$2.46M Buy
23,206
+4,447
+24% +$471K 1.13% 17
2021
Q3 		$1.98M Buy
18,759
+2,503
+15% +$266K 1.03% 23
2021
Q2 		$1.73M Buy
16,256
+3,222
+25% +$342K 0.93% 24
2021
Q1 		$1.38M Buy
13,034
+4,124
+46% +$434K 0.79% 29
2020
Q4 		$930K Buy
8,910
+3,709
+71% +$385K 0.6% 50
2020
Q3 		$541K Buy
5,201
+3,104
+148% +$321K 0.47% 66
2020
Q2 		$214K Sell
2,097
-993
-32% -$101K 0.23% 126
2020
Q1 		$308K Buy
3,090
+247
+9% +$24.8K 0.39% 87
2019
Q4 		$286K Buy
+2,843
New +$285K 0.24% 120

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

Beacon Financial Advisory's STIP Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 10% in Q2 2026, selling an estimated $37K and leaving 3,123 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #319.

Beacon Financial Advisory first reported a position in STIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.46M in Q4 2021. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Beacon Financial Advisory held 3,123 shares of iShares 0-5 Year TIPS Bond ETF worth $319K as of Q2 2026.
  • Beacon Financial Advisory sold 359 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $37K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #319 holding.
  • Beacon Financial Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $2.46M in Q4 2021.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.