STIP β€” ISHARES 0-5 YEAR TIPS BOND ETF

Ownership history in Braun-Bostich & Associates Inc.  Β·  4 quarters on record

AI Ownership Summary

Braun-Bostich & Associates Inc. reported ISHARES 0-5 YEAR TIPS BOND ETF (STIP) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.21% in 2025 Q2. The latest visible filing shows STIP at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Braun-Bostich & Associates Inc.'s position in ISHARES 0-5 YEAR TIPS BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

STIP was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Braun-Bostich & Associates Inc. held STIP β€” position size vs. price
% of Fund (quarterly)    STIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,089 +137 +4.6% 0.20% $319K 2025-11-03 $101.92
2025 Q2 ADDED 2,952 +2,637 +837.1% 0.21% $304K 2025-07-08 $100.20
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Braun-Bostich & Associates Inc. and STIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Braun-Bostich & Associates Inc. reported owning STIP?

Braun-Bostich & Associates Inc. reported STIP across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported STIP position in Braun-Bostich & Associates Inc.'s portfolio?

The largest reported portfolio weight for STIP was 0.21% in 2025 Q2.

What is the latest reported STIP position on this page?

The most recent filing on this page is 2025 Q3, when Braun-Bostich & Associates Inc. reported 3,089 shares, equal to 0.20% of portfolio, with an estimated market value of $319K.

What does the chart on this STIP ownership page compare?

The chart compares Braun-Bostich & Associates Inc.'s quarterly STIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Braun-Bostich & Associates Inc. Holdings