Glass Jacobson Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Glass Jacobson Investment 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	$727K	Buy	7,114 +176	+3%	+$18.2K	0.23%	105
2026 Q1	$718K	Sell	6,938 -403	-5%	-$41.5K	0.25%	98
2025 Q4	$752K	Sell	7,341 -468	-6%	-$48.2K	0.27%	95
2025 Q3	$807K	Sell	7,809 -1,844	-19%	-$190K	0.29%	90
2025 Q2	$993K	Sell	9,653 -2,864	-23%	-$294K	0.38%	81
2025 Q1	$1.26M	Hold	12,517	–	–	0.41%	74
2024 Q4	$1.26M	Sell	12,517 -234	-2%	-$23.6K	0.41%	74
2024 Q3	$1.29M	Sell	12,751 -237	-2%	-$23.7K	0.43%	73
2024 Q2	$1.29M	Sell	12,988 -111	-0.8%	-$11K	0.47%	67
2024 Q1	$1.3M	Buy	13,099 +410	+3%	+$40.5K	0.49%	65
2023 Q4	$1.25M	Buy	12,689 +1,075	+9%	+$105K	0.51%	61
2023 Q3	$1.13M	Buy	11,614 +1,299	+13%	+$126K	0.52%	57
2023 Q2	$1.01M	Buy	+10,315	New	+$1.01M	0.46%	66
2022 Q4	$626K	Buy	+6,458	New	+$627K	0.31%	99

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

Glass Jacobson Investment Advisors's STIP Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.5% in Q2 2026, buying an estimated $18.2K and bringing the position to 7,114 shares worth $727K. The position accounts for 0.23% of the portfolio, ranked #105.

Glass Jacobson Investment Advisors first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q1 2024. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Glass Jacobson Investment Advisors held 7,114 shares of iShares 0-5 Year TIPS Bond ETF worth $727K as of Q2 2026.
Glass Jacobson Investment Advisors bought 176 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $18.2K.
iShares 0-5 Year TIPS Bond ETF made up 0.23% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #105 holding.
Glass Jacobson Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.3M in Q1 2024.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.