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 Q3	$403K	Buy	4,046 +566	+16%	+$57K	0.23%	75
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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Braun-Bostich & Associates's STIP Position: Q3 2026 in Review

Braun-Bostich & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q3 2026, buying an estimated $57K and bringing the position to 4,046 shares worth $403K. The position accounts for 0.23% of the portfolio, ranked #75.

Braun-Bostich & Associates first reported a position in STIP in Q4 2017 and has held it in 7 quarters since. The position peaked at $3.52M in Q1 2018. 241 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Braun-Bostich & Associates held 4,046 shares of iShares 0-5 Year TIPS Bond ETF worth $403K as of Q3 2026.
Braun-Bostich & Associates bought 566 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $57K.
iShares 0-5 Year TIPS Bond ETF made up 0.23% of Braun-Bostich & Associates's portfolio in Q3 2026, its #75 holding.
Braun-Bostich & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 7 quarters since.
Braun-Bostich & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $3.52M in Q1 2018.
241 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Braun-Bostich & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.