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

AmeriFlex 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	$32.9K	Sell	322 -16	-5%	-$1.65K	0.01%	599
2026 Q1	$35K	Hold	338	–	–	0.02%	499
2025 Q4	$34.6K	Sell	338 -122	-27%	-$12.6K	0.02%	497
2025 Q3	$47.5K	Sell	460 -23,184	-98%	-$2.39M	0.02%	469
2025 Q2	$2.43M	Buy	23,644 +20,853	+747%	+$2.14M	1.28%	14
2025 Q1	$289K	Buy	2,791 +2,224	+392%	+$227K	0.12%	177
2024 Q4	$57.6K	Buy	+567	New	+$57.2K	0.03%	400

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

AmeriFlex Group's STIP Position: Q2 2026 in Review

AmeriFlex Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.7% in Q2 2026, selling an estimated $1.65K and leaving 322 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #599.

AmeriFlex Group first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q2 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

AmeriFlex Group held 322 shares of iShares 0-5 Year TIPS Bond ETF worth $32.9K as of Q2 2026.
AmeriFlex Group sold 16 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.65K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #599 holding.
AmeriFlex Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.43M in Q2 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.