EFH
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Eaton Financial Holdings’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Eaton Financial Holdings’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 		$483K Sell
4,729
-1,558
-25% -$161K 0.13% 94
2026
Q1 		$650K Buy
+6,287
New +$647K 0.21% 85

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RWM
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Morgan Stanley
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Envestnet Asset Management
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CCM
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Bank of America
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Eaton Financial Holdings's STIP Position: Q2 2026 in Review

Eaton Financial Holdings reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 25% in Q2 2026, selling an estimated $161K and leaving 4,729 shares worth $483K. The position accounts for 0.13% of the portfolio, ranked #94.

Eaton Financial Holdings first reported a position in STIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $650K in Q1 2026. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Eaton Financial Holdings held 4,729 shares of iShares 0-5 Year TIPS Bond ETF worth $483K as of Q2 2026.
  • Eaton Financial Holdings sold 1,558 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $161K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of Eaton Financial Holdings's portfolio in Q2 2026, its #94 holding.
  • Eaton Financial Holdings first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Eaton Financial Holdings's iShares 0-5 Year TIPS Bond ETF position peaked at $650K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.