DMC Group
STIP icon

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
Q3 		$3.34M Buy
33,454
+5,966
+22% +$601K 2.33% 7
2026
Q2 		$2.81M Sell
27,488
-1,988
-7% -$205K 1.92% 11
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

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

DMC Group's STIP Position: Q3 2026 in Review

DMC Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 22% in Q3 2026, buying an estimated $601K and bringing the position to 33,454 shares worth $3.34M. The position accounts for 2.33% of the portfolio, ranked #7.

DMC Group first reported a position in STIP in Q4 2022 and has held it in 16 quarters since. 457 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • DMC Group held 33,454 shares of iShares 0-5 Year TIPS Bond ETF worth $3.34M as of Q3 2026.
  • DMC Group bought 5,966 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $601K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.33% of DMC Group's portfolio in Q3 2026, its #7 holding.
  • DMC Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 457 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on DMC Group's 13F filing for Q3 2026, filed 26 Oct 2026.