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Security Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Security Financial Services’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 		$756K Buy
+7,405
New +$764K 0.11% 105
2025
Q4 		– Sell
-4,628
Closed -$478K – 217
2025
Q3 		$478K Sell
4,628
-5,569
-55% -$574K 0.08% 125
2025
Q2 		$1.05M Buy
+10,197
New +$1.05M 0.19% 70

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Security Financial Services's STIP Position: Q2 2026 in Review

Security Financial Services opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 7,405 shares worth $756K. The stake represents 0.11% of the portfolio and ranks #105 among its holdings. This is a return to the name: Security Financial Services previously reported a position in STIP as recently as Q3 2025.

Security Financial Services first reported a position in STIP in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q2 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Security Financial Services held 7,405 shares of iShares 0-5 Year TIPS Bond ETF worth $756K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Security Financial Services position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Security Financial Services's portfolio in Q2 2026, its #105 holding.
  • Security Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Security Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $1.05M in Q2 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.