BCM
STIP icon

Brookstone Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brookstone Capital Management’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 		$9.97M Buy
97,597
+4,849
+5% +$500K 0.1% 216
2026
Q1 		$9.59M Buy
92,748
+128
+0.1% +$13.2K 0.11% 211
2025
Q4 		$9.48M Sell
92,620
-11,156
-11% -$1.15M 0.11% 213
2025
Q3 		$10.7M Buy
103,776
+2,569
+3% +$265K 0.13% 199
2025
Q2 		$10.4M Buy
101,207
+9,613
+10% +$986K 0.14% 184
2025
Q1 		$9.48M Sell
91,594
-48,062
-34% -$4.9M 0.14% 184
2024
Q4 		$14M Sell
139,656
-46,083
-25% -$4.65M 0.2% 117
2024
Q3 		$18.8M Buy
185,739
+181,396
+4,177% +$18.2M 0.28% 89
2024
Q2 		$433K Buy
4,343
+874
+25% +$86.7K 0.01% 686
2024
Q1 		$345K Buy
3,469
+127
+4% +$12.6K 0.01% 715
2023
Q4 		$330K Sell
3,342
-4,734
-59% -$461K 0.01% 682
2023
Q3 		$783K Sell
8,076
-4,914
-38% -$477K 0.02% 481
2023
Q2 		$1.26M Sell
12,990
-3,462
-21% -$341K 0.03% 391
2023
Q1 		$1.62M Sell
16,452
-4,251
-21% -$416K 0.03% 358
2022
Q4 		$2.01M Sell
20,703
-32,534
-61% -$3.16M 0.04% 313
2022
Q3 		$5.16M Buy
53,237
+1,898
+4% +$190K 0.12% 159
2022
Q2 		$5.18M Buy
51,339
+16,620
+48% +$1.72M 0.11% 171
2022
Q1 		$3.61M Buy
34,719
+31,613
+1,018% +$3.33M 0.07% 225
2021
Q4 		$326K Buy
3,106
+1,128
+57% +$120K 0.01% 609
2021
Q3 		$209K Sell
1,978
-35
-2% -$3.71K ﹤0.01% 691
2021
Q2 		$214K Buy
+2,013
New +$214K ﹤0.01% 668
2017
Q3 		– Sell
-3,264
Closed -$328K – 340
2017
Q2 		$328K Buy
+3,264
New +$329K 0.03% 204

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Brookstone Capital Management's STIP Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.2% in Q2 2026, buying an estimated $500K and bringing the position to 97,597 shares worth $9.97M. The position accounts for 0.1% of the portfolio, ranked #216.

Brookstone Capital Management first reported a position in STIP in Q2 2017 and has held it in 22 quarters since. The position peaked at $18.8M in Q3 2024. 206 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Brookstone Capital Management held 97,597 shares of iShares 0-5 Year TIPS Bond ETF worth $9.97M as of Q2 2026.
  • Brookstone Capital Management bought 4,849 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $500K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Brookstone Capital Management's portfolio in Q2 2026, its #216 holding.
  • Brookstone Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and has held it in 22 quarters since.
  • Brookstone Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $18.8M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.