BF
STIP icon

Brooklyn FI’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brooklyn FI’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 		$3.75M Buy
36,975
+3,890
+12% +$401K 0.69% 33
2026
Q1 		$3.42M Sell
33,085
-1,579
-5% -$163K 0.72% 32
2025
Q4 		$3.55M Buy
34,664
+7,529
+28% +$775K 0.76% 31
2025
Q3 		$2.8M Sell
27,135
-107
-0.4% -$11K 0.63% 35
2025
Q2 		$2.8M Buy
27,242
+4,488
+20% +$460K 0.72% 32
2025
Q1 		$2.35M Buy
22,754
+3,580
+19% +$365K 0.73% 31
2024
Q4 		$1.93M Buy
19,174
+335
+2% +$33.8K 0.64% 32
2024
Q3 		$1.91M Buy
18,839
+1,104
+6% +$111K 0.67% 32
2024
Q2 		$1.76M Sell
17,735
-4
-0% -$397 0.69% 29
2024
Q1 		$1.76M Buy
17,739
+501
+3% +$49.5K 0.73% 28
2023
Q4 		$1.7M Buy
17,238
+1,849
+12% +$180K 0.8% 28
2023
Q3 		$1.49M Buy
15,389
+1,641
+12% +$159K 0.8% 27
2023
Q2 		$1.34M Buy
13,748
+11,478
+506% +$1.13M 0.73% 26
2023
Q1 		$240K Sell
2,270
-1,579
-41% -$154K 0.22% 36
2022
Q4 		$790K Buy
3,849
+303
+9% +$29.4K 0.57% 28
2022
Q3 		$341K Buy
3,546
+2,296
+184% +$230K 0.29% 33
2022
Q2 		$261K Sell
1,250
-1,558
-55% -$161K 0.26% 37
2022
Q1 		$295K Buy
2,808
+538
+24% +$56.6K 0.26% 37
2021
Q4 		$240K Buy
+2,270
New +$241K 0.23% 34

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

Brooklyn FI's STIP Position: Q2 2026 in Review

Brooklyn FI increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, buying an estimated $401K and bringing the position to 36,975 shares worth $3.75M. The position accounts for 0.69% of the portfolio, ranked #33.

Brooklyn FI first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Brooklyn FI held 36,975 shares of iShares 0-5 Year TIPS Bond ETF worth $3.75M as of Q2 2026.
  • Brooklyn FI bought 3,890 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $401K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.69% of Brooklyn FI's portfolio in Q2 2026, its #33 holding.
  • Brooklyn FI first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Brooklyn FI's 13F filing for Q2 2026, filed 4 Aug 2026.