Braun-Bostich & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Braun-Bostich & Associates’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	$356K	Buy	+3,480	New	+$359K	0.2%	82
2025 Q4	–	Sell	-3,089	Closed	-$319K	–	132
2025 Q3	$319K	Buy	3,089 +137	+5%	+$14.1K	0.2%	83
2025 Q2	$304K	Buy	+2,952	New	+$303K	0.21%	86
2018 Q3	–	Sell	-315	Closed	-$31K	–	335
2018 Q2	$31K	Sell	315 -34,889	-99%	-$3.47M	0.03%	194
2018 Q1	$3.52M	Buy	35,204 +9,605	+38%	+$958K	3.05%	5
2017 Q4	$2.56M	Buy	+25,599	New	+$2.57M	2.17%	11

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

Braun-Bostich & Associates's STIP Position: Q2 2026 in Review

Braun-Bostich & Associates opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,480 shares worth $356K. The stake represents 0.2% of the portfolio and ranks #82 among its holdings. This is a return to the name: Braun-Bostich & Associates previously reported a position in STIP as recently as Q3 2025.

Braun-Bostich & Associates first reported a position in STIP in Q4 2017 and has held it in 6 quarters since. The position peaked at $3.52M in Q1 2018. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Braun-Bostich & Associates held 3,480 shares of iShares 0-5 Year TIPS Bond ETF worth $356K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Braun-Bostich & Associates position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.2% of Braun-Bostich & Associates's portfolio in Q2 2026, its #82 holding.
Braun-Bostich & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 6 quarters since.
Braun-Bostich & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $3.52M in Q1 2018.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.