Lowe Brockenbrough & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lowe Brockenbrough & Co’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	$509K	Hold	4,986	–	–	0.02%	221
2026 Q1	$516K	Hold	4,986	–	–	0.03%	218
2025 Q4	$511K	Hold	4,986	–	–	0.03%	215
2025 Q3	$515K	Hold	4,986	–	–	0.03%	219
2025 Q2	$513K	Hold	4,986	–	–	0.03%	217
2025 Q1	$516K	Hold	4,986	–	–	0.03%	210
2024 Q4	$502K	Hold	4,986	–	–	0.03%	216
2024 Q3	$505K	Hold	4,986	–	–	0.03%	215
2024 Q2	$496K	Hold	4,986	–	–	0.03%	217
2024 Q1	$496K	Hold	4,986	–	–	0.03%	221
2023 Q4	$492K	Sell	4,986 -500	-9%	-$48.7K	0.04%	217
2023 Q3	$532K	Sell	5,486 -220	-4%	-$21.4K	0.04%	206
2023 Q2	$557K	Buy	5,706 +2,000	+54%	+$197K	0.04%	209
2023 Q1	$368K	Hold	3,706	–	–	0.03%	226
2022 Q4	$359K	Hold	3,706	–	–	0.03%	226
2022 Q3	$356K	Buy	+3,706	New	+$371K	0.03%	216

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

Lowe Brockenbrough & Co's STIP Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 4,986 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #221.

Lowe Brockenbrough & Co first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $557K in Q2 2023. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Lowe Brockenbrough & Co held 4,986 shares of iShares 0-5 Year TIPS Bond ETF worth $509K as of Q2 2026.
Lowe Brockenbrough & Co left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #221 holding.
Lowe Brockenbrough & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
Lowe Brockenbrough & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $557K in Q2 2023.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.