FFA
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Founders Financial Alliance’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Founders Financial Alliance’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 		$89.9K Sell
880
-24
-3% -$2.48K 0.01% 512
2026
Q1 		$93.5K Buy
904
+862
+2,052% +$88.8K 0.02% 457
2025
Q4 		$4.26K Sell
42
-750
-95% -$77.2K ﹤0.01% 558
2025
Q3 		$81.8K Buy
792
+751
+1,832% +$77.5K 0.02% 453
2025
Q2 		$4.18K Sell
41
-950
-96% -$97.5K ﹤0.01% 503
2025
Q1 		$103K Buy
991
+1
+0.1% +$102 0.02% 384
2024
Q4 		$99.6K Buy
990
+6
+0.6% +$605 0.03% 325
2024
Q3 		$99.7K Buy
984
+5
+0.5% +$501 0.03% 334
2024
Q2 		$97.4K Buy
979
+7
+0.7% +$694 0.03% 319
2024
Q1 		$96.6K Buy
972
+39
+4% +$3.85K 0.03% 325
2023
Q4 		$92K Sell
933
-9,346
-91% -$911K 0.04% 298
2023
Q3 		$996K Buy
10,279
+12
+0.1% +$1.17K 0.44% 48
2023
Q2 		$1M Buy
10,267
+103
+1% +$10.1K 0.39% 56
2023
Q1 		$1.01M Sell
10,164
-91
-0.9% -$8.89K 0.5% 49
2022
Q4 		$994K Sell
10,255
-324
-3% -$31.5K 0.46% 56
2022
Q3 		$1.02M Buy
10,579
+823
+8% +$82.4K 0.52% 52
2022
Q2 		$990K Buy
9,756
+9,664
+10,504% +$998K 0.5% 47
2022
Q1 		$10K Hold
92
– – ﹤0.01% 394
2021
Q4 		$10K Hold
92
– – ﹤0.01% 434
2021
Q3 		$10K Hold
92
– – ﹤0.01% 404
2021
Q2 		$10K Hold
92
– – ﹤0.01% 426
2021
Q1 		$10K Hold
92
– – ﹤0.01% 405
2020
Q4 		$10K Hold
92
– – 0.01% 368
2020
Q3 		$10K Buy
+92
New +$9.52K 0.01% 775

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

Founders Financial Alliance's STIP Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.7% in Q2 2026, selling an estimated $2.48K and leaving 880 shares worth $89.9K. The position accounts for 0.01% of the portfolio, ranked #512.

Founders Financial Alliance first reported a position in STIP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q3 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Founders Financial Alliance held 880 shares of iShares 0-5 Year TIPS Bond ETF worth $89.9K as of Q2 2026.
  • Founders Financial Alliance sold 24 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.48K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #512 holding.
  • Founders Financial Alliance first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares 0-5 Year TIPS Bond ETF position peaked at $1.02M in Q3 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.