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NBC Securities’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

NBC Securities’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 		$42.1K Buy
412
+17
+4% +$1.75K ﹤0.01% 1350
2026
Q1 		$40.9K Buy
395
+265
+204% +$27.3K ﹤0.01% 1397
2025
Q4 		$13.3K Sell
130
-25
-16% -$2.57K ﹤0.01% 1922
2025
Q3 		$16K Hold
155
– – ﹤0.01% 1851
2025
Q2 		$15K Buy
155
+25
+19% +$2.56K ﹤0.01% 1833
2025
Q1 		$13K Buy
+130
New +$13.2K ﹤0.01% 1654
2024
Q4 		– Sell
-339
Closed -$34K – 1973
2024
Q3 		$34K Sell
339
-305
-47% -$30.5K ﹤0.01% 1306
2024
Q2 		$64K Sell
644
-47
-7% -$4.66K 0.01% 1070
2024
Q1 		$68K Sell
691
-151
-18% -$14.9K 0.01% 1047
2023
Q4 		$83K Sell
842
-380
-31% -$37K 0.01% 996
2023
Q3 		$118K Buy
+1,222
New +$119K 0.01% 885

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
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
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

NBC Securities's STIP Position: Q2 2026 in Review

NBC Securities increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.3% in Q2 2026, buying an estimated $1.75K and bringing the position to 412 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

NBC Securities first reported a position in STIP in Q3 2023 and has held it in 11 quarters since. The position peaked at $118K in Q3 2023. 200 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • NBC Securities held 412 shares of iShares 0-5 Year TIPS Bond ETF worth $42.1K as of Q2 2026.
  • NBC Securities bought 17 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.75K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1350 holding.
  • NBC Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $118K in Q3 2023.
  • 200 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.