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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSF Financial's STIP Position: Q1 2026 in Review

JSF Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 34% in Q1 2026, selling an estimated $7.62M and leaving 142,972 shares worth $14.8M. The position accounts for 2.9% of the portfolio, ranked #9.

JSF Financial first reported a position in STIP in Q4 2021 and has held it in 12 quarters since. The position peaked at $23.9M in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

JSF Financial held 142,972 shares of iShares 0-5 Year TIPS Bond ETF worth $14.8M as of Q1 2026.
JSF Financial sold 73,998 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $7.62M.
iShares 0-5 Year TIPS Bond ETF made up 2.9% of JSF Financial's portfolio in Q1 2026, its #9 holding.
JSF Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 12 quarters since.
JSF Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $23.9M in Q1 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.