STIP — ISHARES TR BRC 0-5 YR TIP

Ownership history in Modera Wealth Management, LLC  ·  48 quarters on record

This page tracks every 13F SEC filing in which Modera Wealth Management, LLC reported a position in ISHARES TR BRC 0-5 YR TIP (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
27.15% (2013 Q3)
Avg. % of fund
7.97%
First filed
2012 Q3
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,279,268 +142,348 +6.7% 2.70% $233.4M $102.39
2025 Q3 ADDED 2,136,920 +109,263 +5.4% 2.56% $220.9M $102.02
2025 Q2 ADDED 2,027,657 +70,170 +3.6% 2.58% $208.7M $100.45
2025 Q1 ADDED 1,957,487 +63,214 +3.3% 2.74% $202.5M $99.46
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STIP price (monthly, adj. close)

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As of 2025 Q4 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 16.2% SB Capital Management Inc 13.55% M. Kulyk & Associates, LLC 3Y 10.36% MARTIN & CO INC /TN/ 3Y 7Y 9.45% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 8.74% SoundView Advisors Inc. 7.51% Abacus Planning Group, Inc. 3Y 7Y 7.44% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 7.39% Walker Financial Services, Inc. 6.97% 3EDGE Asset Management, LP 3Y 7Y 5.93%
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