Morton Brown Family Wealth’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.76K Hold
76
﹤0.01% 213
2026
Q1
$7.86K Sell
76
-29
-28% -$2.99K ﹤0.01% 208
2025
Q4
$10.8K Sell
105
-14
-12% -$1.44K ﹤0.01% 190
2025
Q3
$12.3K Hold
119
﹤0.01% 176
2025
Q2
$12.2K Hold
119
﹤0.01% 177
2025
Q1
$12.3K Sell
119
-837
-88% -$85.3K ﹤0.01% 178
2024
Q4
$96.2K Sell
956
-148
-13% -$14.9K 0.03% 83
2024
Q3
$112K Sell
1,104
-578
-34% -$57.9K 0.04% 72
2024
Q2
$167K Sell
1,682
-1,986
-54% -$197K 0.07% 59
2024
Q1
$365K Sell
3,668
-25,422
-87% -$2.51M 0.15% 38
2023
Q4
$2.87M Sell
29,090
-13,901
-32% -$1.35M 1.26% 17
2023
Q3
$4.17M Sell
42,991
-332
-0.8% -$32.3K 2.13% 11
2023
Q2
$4.23M Buy
43,323
+3,488
+9% +$343K 2.26% 12
2023
Q1
$3.95M Buy
39,835
+3,683
+10% +$360K 2.36% 11
2022
Q4
$3.51M Sell
36,152
-387
-1% -$37.6K 2.39% 12
2022
Q3
$3.51M Sell
36,539
-1,070
-3% -$107K 2.8% 11
2022
Q2
$3.81M Buy
37,609
+29
+0.1% +$2.99K 2.95% 11
2022
Q1
$3.94M Buy
37,580
+1,312
+4% +$138K 2.98% 11
2021
Q4
$3.84M Buy
+36,268
New +$3.84M 2.94% 11

Other funds holding STIP

Morton Brown Family Wealth's STIP Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 76 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Morton Brown Family Wealth first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.23M in Q2 2023. 229 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Morton Brown Family Wealth held 76 shares of iShares 0-5 Year TIPS Bond ETF worth $7.76K as of Q2 2026.
  • Morton Brown Family Wealth left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #213 holding.
  • Morton Brown Family Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $4.23M in Q2 2023.
  • 229 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.