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

Morton Brown Family Wealth’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 		$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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

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. 224 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.
  • 224 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.