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Birchwood Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Birchwood Financial Partners’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 		$42.1K Buy
412
+1
+0.2% +$103 0.03% 186
2026
Q1 		$42.5K Hold
411
– – 0.04% 183
2025
Q4 		$42.1K Buy
+411
New +$42.3K 0.04% 180

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MWM
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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

Birchwood Financial Partners's STIP Position: Q2 2026 in Review

Birchwood Financial Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.24% in Q2 2026, buying an estimated $103 and bringing the position to 412 shares worth $42.1K. The position accounts for 0.03% of the portfolio, ranked #186.

Birchwood Financial Partners first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.5K in Q1 2026. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Birchwood Financial Partners held 412 shares of iShares 0-5 Year TIPS Bond ETF worth $42.1K as of Q2 2026.
  • Birchwood Financial Partners bought 1 iShares 0-5 Year TIPS Bond ETF share in Q2 2026, an estimated $103.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #186 holding.
  • Birchwood Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $42.5K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.