JF
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JSF Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

JSF Financial’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 		– Sell
-142,972
Closed -$14.8M – 153
2026
Q1 		$14.8M Sell
142,972
-73,998
-34% -$7.62M 2.9% 9
2025
Q4 		$22.2M Buy
216,970
+9,158
+4% +$943K 4.6% 6
2025
Q3 		$21.5M Sell
207,812
-8,581
-4% -$885K 4.76% 6
2025
Q2 		$22.3M Sell
216,393
-14,647
-6% -$1.5M 5.29% 4
2025
Q1 		$23.9M Buy
+231,040
New +$23.5M 6.31% 3
2023
Q3 		– Sell
-2,059
Closed -$201K – 114
2023
Q2 		$201K Sell
2,059
-56,421
-96% -$5.55M 0.07% 102
2023
Q1 		$5.8M Sell
58,480
-23,002
-28% -$2.25M 2.17% 14
2022
Q4 		$7.9M Buy
81,482
+139
+0.2% +$13.5K 2.95% 10
2022
Q3 		$7.82M Buy
81,343
+600
+0.7% +$60.1K 2.97% 9
2022
Q2 		$8.19M Sell
80,743
-3,876
-5% -$400K 3.71% 6
2022
Q1 		$8.88M Sell
84,619
-31,613
-27% -$3.33M 3.78% 6
2021
Q4 		$12.3M Buy
+116,232
New +$12.3M 5.99% 4

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

JSF Financial's STIP Position: Q2 2026 in Review

JSF Financial sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 142,972 shares — an estimated $14.8M sold.

JSF Financial first reported a position in STIP in Q4 2021 and held it in 12 quarters. The position peaked at $23.9M in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • JSF Financial reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • JSF Financial sold 142,972 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $14.8M.
  • JSF Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 12 quarters.
  • JSF Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $23.9M in Q1 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.