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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altiora Financial Group's STIP Position: Q1 2026 in Review

Altiora Financial Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 50,984 shares worth $5.27M. The position accounts for 0.87% of the portfolio, ranked #29.

Altiora Financial Group first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Altiora Financial Group held 50,984 shares of iShares 0-5 Year TIPS Bond ETF worth $5.27M as of Q1 2026.
  • Altiora Financial Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.87% of Altiora Financial Group's portfolio in Q1 2026, its #29 holding.
  • Altiora Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.