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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
Q2 		$388K Buy
3,801
+951
+33% +$98.1K 0.02% 335
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 $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

Berger Financial Group's STIP Position: Q2 2026 in Review

Berger Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 33% in Q2 2026, buying an estimated $98.1K and bringing the position to 3,801 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #335.

Berger Financial Group first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Berger Financial Group held 3,801 shares of iShares 0-5 Year TIPS Bond ETF worth $388K as of Q2 2026.
  • Berger Financial Group bought 951 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $98.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #335 holding.
  • Berger Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.