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

Beacon Financial Strategies’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	$37.9K	Buy	+371	New	+$38.3K	0.02%	113
2023 Q3	–	Sell	-37,941	Closed	-$3.7M	–	37
2023 Q2	$3.7M	Sell	37,941 -198	-0.5%	-$19.5K	3.03%	10
2023 Q1	$3.78M	Sell	38,139 -150	-0.4%	-$14.7K	3.28%	10
2022 Q4	$3.71M	Sell	38,289 -3,770	-9%	-$366K	3.37%	10
2022 Q3	$4.04M	Buy	42,059 +2,043	+5%	+$205K	3.85%	9
2022 Q2	$4.06M	Buy	+40,016	New	+$4.13M	3.78%	9

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Strategies's STIP Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 371 shares worth $37.9K. The stake represents 0.02% of the portfolio and ranks #113 among its holdings. This is a return to the name: Beacon Financial Strategies previously reported a position in STIP as recently as Q2 2023.

Beacon Financial Strategies first reported a position in STIP in Q2 2022 and has held it in 6 quarters since. The position peaked at $4.06M in Q2 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Beacon Financial Strategies held 371 shares of iShares 0-5 Year TIPS Bond ETF worth $37.9K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Beacon Financial Strategies position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #113 holding.
Beacon Financial Strategies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 6 quarters since.
Beacon Financial Strategies's iShares 0-5 Year TIPS Bond ETF position peaked at $4.06M in Q2 2022.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.