Brookwood Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Brookwood Investment Group’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	$4.89M	Buy	47,845 +19,804	+71%	+$2.04M	0.55%	36
2026 Q1	$2.9M	Buy	28,041 +24,955	+809%	+$2.57M	0.36%	66
2025 Q4	$316K	Buy	3,086 +765	+33%	+$78.8K	0.04%	379
2025 Q3	$240K	Buy	+2,321	New	+$239K	0.03%	415
2025 Q2	–	Sell	-8,126	Closed	-$841K	–	518
2025 Q1	$841K	Buy	+8,126	New	+$828K	0.14%	149

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

Brookwood Investment Group's STIP Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 71% in Q2 2026, buying an estimated $2.04M and bringing the position to 47,845 shares worth $4.89M. The position accounts for 0.55% of the portfolio, ranked #36.

Brookwood Investment Group first reported a position in STIP in Q1 2025 and has held it in 5 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Brookwood Investment Group held 47,845 shares of iShares 0-5 Year TIPS Bond ETF worth $4.89M as of Q2 2026.
Brookwood Investment Group bought 19,804 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.04M.
iShares 0-5 Year TIPS Bond ETF made up 0.55% of Brookwood Investment Group's portfolio in Q2 2026, its #36 holding.
Brookwood Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 5 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.