LaFleur & Godfrey’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LaFleur & Godfrey’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	$548K	Buy	5,367 +211	+4%	+$21.8K	0.07%	101
2026 Q1	$533K	Buy	5,156 +112	+2%	+$11.5K	0.07%	98
2025 Q4	$516K	Buy	5,044 +125	+3%	+$12.9K	0.06%	103
2025 Q3	$508K	Buy	4,919 +142	+3%	+$14.6K	0.06%	104
2025 Q2	$492K	Sell	4,777 -81	-2%	-$8.31K	0.06%	107
2025 Q1	$503K	Sell	4,858 -37	-0.8%	-$3.77K	0.07%	105
2024 Q4	$492K	Sell	4,895 -138	-3%	-$13.9K	0.07%	104
2024 Q3	$510K	Buy	5,033 +92	+2%	+$9.21K	0.07%	102
2024 Q2	$492K	Buy	4,941 +845	+21%	+$83.8K	0.07%	100
2024 Q1	$407K	Buy	4,096 +297	+8%	+$29.4K	0.06%	101
2023 Q4	$375K	Buy	3,799 +213	+6%	+$20.8K	0.06%	98
2023 Q3	$348K	Buy	3,586 +190	+6%	+$18.5K	0.06%	97
2023 Q2	$331K	Buy	3,396 +96	+3%	+$9.44K	0.05%	104
2023 Q1	$327K	Buy	3,300 +5	+0.2%	+$489	0.05%	104
2022 Q4	$319K	Hold	3,295	–	–	0.05%	106
2022 Q3	$317K	Hold	3,295	–	–	0.06%	105
2022 Q2	$334K	Hold	3,295	–	–	0.05%	106
2022 Q1	$346K	Hold	3,295	–	–	0.05%	108
2021 Q4	$349K	Hold	3,295	–	–	0.04%	109
2021 Q3	$348K	Hold	3,295	–	–	0.05%	108
2021 Q2	$350K	Hold	3,295	–	–	0.05%	104
2021 Q1	$348K	Hold	3,295	–	–	0.07%	79
2020 Q4	$344K	Hold	3,295	–	–	0.07%	85
2020 Q3	$343K	Hold	3,295	–	–	0.08%	85
2020 Q2	$337K	Hold	3,295	–	–	0.09%	61
2020 Q1	$329K	Hold	3,295	–	–	0.1%	61
2019 Q4	$332K	Hold	3,295	–	–	0.08%	64
2019 Q3	$330K	Hold	3,295	–	–	0.08%	62
2019 Q2	$331K	Hold	3,295	–	–	0.08%	61
2019 Q1	$328K	Hold	3,295	–	–	0.08%	57
2018 Q4	$323K	Hold	3,295	–	–	0.09%	58
2018 Q3	$325K	Sell	3,295 -490	-13%	-$48.5K	0.08%	59
2018 Q2	$377K	Sell	3,785 -50	-1%	-$4.98K	0.09%	56
2018 Q1	$384K	Hold	3,835	–	–	0.1%	56
2017 Q4	$385K	Hold	3,835	–	–	0.09%	64
2017 Q3	$386K	Hold	3,835	–	–	0.1%	64
2017 Q2	$385K	Hold	3,835	–	–	0.1%	65
2017 Q1	$389K	Hold	3,835	–	–	0.11%	65
2016 Q4	$386K	Hold	3,835	–	–	0.11%	67
2016 Q3	$388K	Hold	3,835	–	–	0.11%	67
2016 Q2	$389K	Hold	3,835	–	–	0.12%	66
2016 Q1	$386K	Hold	3,835	–	–	0.12%	63
2015 Q4	$379K	Hold	3,835	–	–	0.11%	63
2015 Q3	$381K	Buy	3,835 +150	+4%	+$14.9K	0.11%	67
2015 Q2	$368K	Hold	3,685	–	–	0.1%	67
2015 Q1	$366K	Hold	3,685	–	–	0.1%	70
2014 Q4	$365K	Buy	3,685 +1,450	+65%	+$145K	0.1%	70
2014 Q3	$225K	Buy	+2,235	New	+$227K	0.06%	77

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

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

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 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

LaFleur & Godfrey's STIP Position: Q2 2026 in Review

LaFleur & Godfrey increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.1% in Q2 2026, buying an estimated $21.8K and bringing the position to 5,367 shares worth $548K. The position accounts for 0.07% of the portfolio, ranked #101.

LaFleur & Godfrey first reported a position in STIP in Q3 2014 and has held it in 48 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

LaFleur & Godfrey held 5,367 shares of iShares 0-5 Year TIPS Bond ETF worth $548K as of Q2 2026.
LaFleur & Godfrey bought 211 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $21.8K.
iShares 0-5 Year TIPS Bond ETF made up 0.07% of LaFleur & Godfrey's portfolio in Q2 2026, its #101 holding.
LaFleur & Godfrey first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2014 and has held it in 48 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.