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

Birch 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
2025
Q2 		– Sell
-2,716
Closed -$281K – 123
2025
Q1 		$281K Sell
2,716
-2,851
-51% -$290K 0.25% 83
2024
Q4 		$560K Buy
+5,567
New +$561K 0.63% 30

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LPL Financial
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MWM
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Birch Financial Group's STIP Position: Q2 2025 in Review

Birch Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 2,716 shares — an estimated $281K sold.

Birch Financial Group first reported a position in STIP in Q4 2024 and held it in 2 quarters. The position peaked at $560K in Q4 2024. 755 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Birch Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Birch Financial Group sold 2,716 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $281K.
  • Birch Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 2 quarters.
  • Birch Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $560K in Q4 2024.
  • 755 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Birch Financial Group's 13F filing for Q2 2025, filed 31 Oct 2025.