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Berger Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Berger Financial Group’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
Q1 		$295K Sell
2,850
-24
-0.8% -$2.47K 0.02% 377
2025
Q4 		$294K Buy
+2,874
New +$296K 0.02% 377

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berger Financial Group's STIP Position: Q1 2026 in Review

Berger Financial Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.84% in Q1 2026, selling an estimated $2.47K and leaving 2,850 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #377.

Berger Financial Group first reported a position in STIP in Q4 2025 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Berger Financial Group held 2,850 shares of iShares 0-5 Year TIPS Bond ETF worth $295K as of Q1 2026.
  • Berger Financial Group sold 24 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.47K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #377 holding.
  • Berger Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.