John Boyer Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

John Boyer Inc’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 Q3	$148K	Buy	+1,483	New	+$149K	0.12%	51

Other funds holding STIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

John Boyer Inc's STIP Position: Q3 2026 in Review

John Boyer Inc opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 1,483 shares worth $148K. The stake represents 0.12% of the portfolio and ranks #51 among its holdings.

696 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

John Boyer Inc held 1,483 shares of iShares 0-5 Year TIPS Bond ETF worth $148K as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new John Boyer Inc position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.12% of John Boyer Inc's portfolio in Q3 2026, its #51 holding.
696 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on John Boyer Inc's 13F filing for Q3 2026, filed 27 Oct 2026.