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

Boyd Watterson 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	$33.6K	Hold	329	–	–	0.01%	213
2026 Q1	$34K	Hold	329	–	–	0.01%	209
2025 Q4	$33.7K	Hold	329	–	–	0.01%	212
2025 Q3	$34K	Hold	329	–	–	0.01%	209
2025 Q2	$33.9K	Hold	329	–	–	0.01%	213
2025 Q1	$34K	Hold	329	–	–	0.01%	210
2024 Q4	$33.1K	Hold	329	–	–	0.01%	217
2024 Q3	$33.3K	Hold	329	–	–	0.01%	213
2024 Q2	$32.7K	Hold	329	–	–	0.01%	213
2024 Q1	$32.7K	Hold	329	–	–	0.01%	214
2023 Q4	$32.4K	Hold	329	–	–	0.01%	214
2023 Q3	$31.9K	Sell	329 -50	-13%	-$4.86K	0.01%	203
2023 Q2	$37K	Sell	379 -621	-62%	-$61.1K	0.01%	205
2023 Q1	$99.2K	Hold	1,000	–	–	0.04%	154
2022 Q4	$97K	Buy	+1,000	New	+$97.2K	0.04%	154
2022 Q1	–	Sell	-5,918	Closed	-$627K	–	155
2021 Q4	$627K	Buy	+5,918	New	+$627K	0.21%	96

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Boyd Watterson Asset Management's STIP Position: Q2 2026 in Review

Boyd Watterson Asset Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 329 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #213.

Boyd Watterson Asset Management first reported a position in STIP in Q4 2021 and has held it in 16 quarters since. The position peaked at $627K in Q4 2021. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Boyd Watterson Asset Management held 329 shares of iShares 0-5 Year TIPS Bond ETF worth $33.6K as of Q2 2026.
Boyd Watterson Asset Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #213 holding.
Boyd Watterson Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 16 quarters since.
Boyd Watterson Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $627K in Q4 2021.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.