BOS Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BOS Asset Management’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	$494K	Sell	4,840 -1,755	-27%	-$181K	0.11%	126
2026 Q1	$682K	Buy	6,595 +254	+4%	+$26.2K	0.17%	99
2025 Q4	$649K	Buy	6,341 +165	+3%	+$17K	0.17%	100
2025 Q3	$638K	Buy	6,176 +1,546	+33%	+$159K	0.18%	97
2025 Q2	$476K	Buy	+4,630	New	+$475K	0.15%	105

Other funds holding STIP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return