AFG
STIP icon

Altiora Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Altiora Financial Group’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 		$5.29M Buy
51,816
+832
+2% +$85.8K 0.83% 27
2026
Q1 		$5.27M Hold
50,984
– – 0.87% 29
2025
Q4 		$5.22M Buy
50,984
+1,452
+3% +$149K 0.9% 26
2025
Q3 		$5.12M Buy
49,532
+168
+0.3% +$17.3K 0.94% 23
2025
Q2 		$5.08M Buy
49,364
+991
+2% +$102K 0.99% 21
2025
Q1 		$5.01M Buy
48,373
+1,975
+4% +$201K 1.06% 20
2024
Q4 		$4.67M Buy
46,398
+20
+0% +$2.02K 1.02% 21
2024
Q3 		$4.7M Buy
46,378
+585
+1% +$58.6K 1.04% 22
2024
Q2 		$4.56M Buy
45,793
+32,843
+254% +$3.26M 1.09% 19
2024
Q1 		$1.29M Hold
12,950
– – 0.35% 34
2023
Q4 		$1.28M Sell
12,950
-1,738
-12% -$169K 0.37% 31
2023
Q3 		$1.42M Sell
14,688
-3,488
-19% -$339K 0.66% 23
2023
Q2 		$1.77M Sell
18,176
-969
-5% -$95.3K 0.78% 20
2023
Q1 		$1.9M Buy
19,145
+1,782
+10% +$174K 0.88% 18
2022
Q4 		$1.68M Buy
+17,363
New +$1.69M 0.84% 20

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

Altiora Financial Group's STIP Position: Q2 2026 in Review

Altiora Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.6% in Q2 2026, buying an estimated $85.8K and bringing the position to 51,816 shares worth $5.29M. The position accounts for 0.83% of the portfolio, ranked #27.

Altiora Financial Group first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Altiora Financial Group held 51,816 shares of iShares 0-5 Year TIPS Bond ETF worth $5.29M as of Q2 2026.
  • Altiora Financial Group bought 832 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $85.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.83% of Altiora Financial Group's portfolio in Q2 2026, its #27 holding.
  • Altiora Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.