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

Founders Financial Securities’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 		$323K Buy
3,165
+62
+2% +$6.39K 0.02% 453
2026
Q1 		$321K Sell
3,103
-2
-0.1% -$206 0.02% 441
2025
Q4 		$318K Buy
+3,105
New +$320K 0.02% 469
2024
Q1 		– Sell
-5,083
Closed -$501K – 416
2023
Q4 		$501K Buy
+5,083
New +$495K 0.06% 245

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 Securities's STIP Position: Q2 2026 in Review

Founders Financial Securities increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2% in Q2 2026, buying an estimated $6.39K and bringing the position to 3,165 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #453.

Founders Financial Securities first reported a position in STIP in Q4 2023 and has held it in 4 quarters since. The position peaked at $501K in Q4 2023. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Founders Financial Securities held 3,165 shares of iShares 0-5 Year TIPS Bond ETF worth $323K as of Q2 2026.
  • Founders Financial Securities bought 62 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.39K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #453 holding.
  • Founders Financial Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • Founders Financial Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $501K in Q4 2023.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.