Henderson Brothers Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Henderson Brothers Financial Partners’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
2025 Q1	$5.9M	Buy	+57,600	New	+$5.87M	2.95%	9

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Henderson Brothers Financial Partners's STIP Position: Q1 2025 in Review

Henderson Brothers Financial Partners opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025: 57,600 shares worth $5.9M. The stake represents 2.95% of the portfolio and ranks #9 among its holdings.

657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

Henderson Brothers Financial Partners held 57,600 shares of iShares 0-5 Year TIPS Bond ETF worth $5.9M as of Q1 2025.
iShares 0-5 Year TIPS Bond ETF was a new Henderson Brothers Financial Partners position in Q1 2025.
iShares 0-5 Year TIPS Bond ETF made up 2.95% of Henderson Brothers Financial Partners's portfolio in Q1 2025, its #9 holding.
657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Henderson Brothers Financial Partners's 13F filing for Q1 2025, filed 10 Feb 2026.