Buttonwood Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Buttonwood Financial 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	$613K	Buy	6,001 +108	+2%	+$11.1K	0.35%	22
2026 Q1	$610K	Buy	5,893 +96	+2%	+$9.88K	0.38%	20
2025 Q4	$594K	Sell	5,797 -557	-9%	-$57.3K	0.32%	20
2025 Q3	$656K	Sell	6,354 -440	-6%	-$45.4K	0.28%	21
2025 Q2	$696K	Buy	6,794 +238	+4%	+$24.4K	0.35%	20
2025 Q1	$671K	Buy	+6,556	New	+$668K	0.39%	18
2023 Q1	–	Sell	-4,223	Closed	-$409K	–	33
2022 Q4	$409K	Buy	4,223 +35	+0.8%	+$3.4K	0.37%	24
2022 Q3	$397K	Buy	+4,188	New	+$419K	0.41%	18

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 22.9% 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

Buttonwood Financial Group's STIP Position: Q2 2026 in Review

Buttonwood Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.8% in Q2 2026, buying an estimated $11.1K and bringing the position to 6,001 shares worth $613K. The position accounts for 0.35% of the portfolio, ranked #22.

Buttonwood Financial Group first reported a position in STIP in Q3 2022 and has held it in 8 quarters since. The position peaked at $696K in Q2 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Buttonwood Financial Group held 6,001 shares of iShares 0-5 Year TIPS Bond ETF worth $613K as of Q2 2026.
Buttonwood Financial Group bought 108 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $11.1K.
iShares 0-5 Year TIPS Bond ETF made up 0.35% of Buttonwood Financial Group's portfolio in Q2 2026, its #22 holding.
Buttonwood Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 8 quarters since.
Buttonwood Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $696K in Q2 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.