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

DMC 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	$3.05M	Buy	29,476 +4,266	+17%	+$439K	2.06%	9
2025 Q4	$2.58M	Buy	25,210 +1,583	+7%	+$163K	1.72%	11
2025 Q3	$2.44M	Buy	23,627 +1,310	+6%	+$135K	1.69%	11
2025 Q2	$2.3M	Buy	22,317 +2,283	+11%	+$234K	1.79%	10
2025 Q1	$2.07M	Buy	20,034 +5,002	+33%	+$510K	1.69%	10
2024 Q4	$1.51M	Buy	15,032 +32	+0.2%	+$3.23K	1.23%	17
2024 Q3	$1.52M	Buy	15,000 +278	+2%	+$27.8K	1.23%	18
2024 Q2	$1.46M	Buy	14,722 +766	+5%	+$76K	1.26%	19
2024 Q1	$1.39M	Buy	13,956 +726	+5%	+$71.7K	1.2%	23
2023 Q4	$1.3M	Sell	13,230 -619	-4%	-$60.3K	1.23%	21
2023 Q3	$1.34M	Buy	13,849 +2,733	+25%	+$266K	1.26%	20
2023 Q2	$1.08M	Buy	11,116 +1,362	+14%	+$134K	1.08%	23
2023 Q1	$968K	Buy	9,754 +4,928	+102%	+$482K	0.98%	29
2022 Q4	$468K	Buy	+4,826	New	+$469K	0.53%	61

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DMC Group's STIP Position: Q1 2026 in Review

DMC Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 17% in Q1 2026, buying an estimated $439K and bringing the position to 29,476 shares worth $3.05M. The position accounts for 2.06% of the portfolio, ranked #9.

DMC Group first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

DMC Group held 29,476 shares of iShares 0-5 Year TIPS Bond ETF worth $3.05M as of Q1 2026.
DMC Group bought 4,266 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $439K.
iShares 0-5 Year TIPS Bond ETF made up 2.06% of DMC Group's portfolio in Q1 2026, its #9 holding.
DMC Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.