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Kohmann Bosshard Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kohmann Bosshard Financial Services’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 		$308K Hold
3,013
– – 0.03% 175
2026
Q1 		$312K Sell
3,013
-585
-16% -$60.2K 0.03% 154
2025
Q4 		$368K Hold
3,598
– – 0.03% 184
2025
Q3 		$372K Hold
3,598
– – 0.04% 149
2025
Q2 		$370K Sell
3,598
-7
-0.2% -$718 0.04% 134
2025
Q1 		$372K Buy
3,605
+7
+0.2% +$713 0.04% 141
2024
Q4 		$362K Hold
3,598
– – 0.04% 131
2024
Q3 		$365K Hold
3,598
– – 0.05% 137
2024
Q2 		$358K Sell
3,598
-651
-15% -$64.6K 0.05% 138
2024
Q1 		$422K Sell
4,249
-3,677
-46% -$363K 0.06% 123
2023
Q4 		$781K Sell
7,926
-50
-0.6% -$4.87K 0.12% 81
2023
Q3 		$773K Sell
7,976
-2,193
-22% -$213K 0.13% 77
2023
Q2 		$992K Sell
10,169
-1,982
-16% -$195K 0.17% 73
2023
Q1 		$1.21M Sell
12,151
-207
-2% -$20.2K 0.23% 63
2022
Q4 		$1.2M Buy
12,358
+754
+6% +$73.3K 0.24% 61
2022
Q3 		$1.11M Buy
11,604
+4,820
+71% +$483K 0.25% 57
2022
Q2 		$688K Buy
6,784
+2
+0% +$206 0.15% 65
2022
Q1 		$712K Buy
6,782
+296
+5% +$31.2K 0.14% 63
2021
Q4 		$689K Buy
6,486
+128
+2% +$13.6K 0.14% 63
2021
Q3 		$672K Hold
6,358
– – 0.15% 60
2021
Q2 		$676K Sell
6,358
-309
-5% -$32.8K 0.16% 58
2021
Q1 		$705K Hold
6,667
– – 0.19% 55
2020
Q4 		$696K Sell
6,667
-159
-2% -$16.5K 0.22% 54
2020
Q3 		$710K Sell
6,826
-126
-2% -$13K 0.26% 52
2020
Q2 		$712K Buy
6,952
+54
+0.8% +$5.48K 0.26% 50
2020
Q1 		$689K Sell
6,898
-62
-0.9% -$6.23K 0.3% 49
2019
Q4 		$701K Sell
6,960
-9
-0.1% -$903 0.26% 44
2019
Q3 		$698K Buy
6,969
+47
+0.7% +$4.71K 0.27% 42
2019
Q2 		$696K Buy
6,922
+7
+0.1% +$700 0.29% 42
2019
Q1 		$689K Hold
6,915
– – 0.33% 44
2018
Q4 		$678K Buy
+6,915
New +$679K 0.37% 43

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

Kohmann Bosshard Financial Services's STIP Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 3,013 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #175.

Kohmann Bosshard Financial Services first reported a position in STIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.21M in Q1 2023. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Kohmann Bosshard Financial Services held 3,013 shares of iShares 0-5 Year TIPS Bond ETF worth $308K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #175 holding.
  • Kohmann Bosshard Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Kohmann Bosshard Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $1.21M in Q1 2023.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.