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Brindle & Bay Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brindle & Bay Financial Advisors’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 		$316K Buy
3,089
+845
+38% +$87.2K 0.16% 68
2026
Q1 		$232K Sell
2,244
-2,352
-51% -$242K 0.14% 63
2025
Q4 		$471K Buy
+4,596
New +$473K 0.31% 56

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Brindle & Bay Financial Advisors's STIP Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 38% in Q2 2026, buying an estimated $87.2K and bringing the position to 3,089 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #68.

Brindle & Bay Financial Advisors first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $471K in Q4 2025. 821 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Brindle & Bay Financial Advisors held 3,089 shares of iShares 0-5 Year TIPS Bond ETF worth $316K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 845 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $87.2K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.16% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Brindle & Bay Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Brindle & Bay Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $471K in Q4 2025.
  • 821 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.