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Boston Family Office’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Boston Family Office’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 		$387K Buy
3,746
+1,050
+39% +$108K 0.03% 245
2025
Q4 		$276K Buy
2,696
+237
+10% +$24.4K 0.02% 271
2025
Q3 		$254K Buy
+2,459
New +$254K 0.02% 267

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

Boston Family Office's STIP Position: Q1 2026 in Review

Boston Family Office increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 39% in Q1 2026, buying an estimated $108K and bringing the position to 3,746 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #245.

Boston Family Office first reported a position in STIP in Q3 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Boston Family Office held 3,746 shares of iShares 0-5 Year TIPS Bond ETF worth $387K as of Q1 2026.
  • Boston Family Office bought 1,050 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $108K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Boston Family Office's portfolio in Q1 2026, its #245 holding.
  • Boston Family Office first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.