Frank Rimerman Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Frank Rimerman Advisors’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	$264K	Hold	2,580	–	–	0.01%	540
2026 Q1	$267K	Hold	2,580	–	–	0.02%	521
2025 Q4	$264K	Hold	2,580	–	–	0.02%	539
2025 Q3	$267K	Hold	2,580	–	–	0.02%	509
2025 Q2	$266K	Hold	2,580	–	–	0.02%	485
2025 Q1	$267K	Hold	2,580	–	–	0.02%	440
2024 Q4	$260K	Hold	2,580	–	–	0.02%	451
2024 Q3	$261K	Hold	2,580	–	–	0.02%	454
2024 Q2	$257K	Hold	2,580	–	–	0.02%	477
2024 Q1	$257K	Hold	2,580	–	–	0.05%	98
2023 Q4	$254K	Hold	2,580	–	–	0.05%	94
2023 Q3	$250K	Hold	2,580	–	–	0.06%	84
2023 Q2	$252K	Buy	+2,580	New	+$254K	0.06%	93

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

Frank Rimerman Advisors's STIP Position: Q2 2026 in Review

Frank Rimerman Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,580 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #540.

Frank Rimerman Advisors first reported a position in STIP in Q2 2023 and has held it in 13 quarters since. The position peaked at $267K in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Frank Rimerman Advisors held 2,580 shares of iShares 0-5 Year TIPS Bond ETF worth $264K as of Q2 2026.
Frank Rimerman Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #540 holding.
Frank Rimerman Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 13 quarters since.
Frank Rimerman Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $267K in Q1 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.