BridgePort Financial Solutions’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

BridgePort Financial Solutions’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	$1.69M	Sell	16,582 -520	-3%	-$53.6K	0.43%	51
2026 Q1	$1.77M	Sell	17,102 -478	-3%	-$49.2K	0.5%	45
2025 Q4	$1.8M	Sell	17,580 -672	-4%	-$69.2K	0.48%	44
2025 Q3	$1.89M	Sell	18,252 -268	-1%	-$27.6K	0.51%	44
2025 Q2	$1.91M	Sell	18,520 -1,062	-5%	-$109K	0.63%	37
2025 Q1	$2.03M	Buy	19,582 +1	+0%	+$102	0.91%	28
2024 Q4	$2M	Buy	+19,581	New	+$1.97M	0.91%	27

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

BridgePort Financial Solutions's STIP Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3% in Q2 2026, selling an estimated $53.6K and leaving 16,582 shares worth $1.69M. The position accounts for 0.43% of the portfolio, ranked #51.

BridgePort Financial Solutions first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

BridgePort Financial Solutions held 16,582 shares of iShares 0-5 Year TIPS Bond ETF worth $1.69M as of Q2 2026.
BridgePort Financial Solutions sold 520 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $53.6K.
iShares 0-5 Year TIPS Bond ETF made up 0.43% of BridgePort Financial Solutions's portfolio in Q2 2026, its #51 holding.
BridgePort Financial Solutions first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's iShares 0-5 Year TIPS Bond ETF position peaked at $2.03M in Q1 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.