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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
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

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

DMC Group's STIP Position: Q2 2026 in Review

DMC Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.7% in Q2 2026, selling an estimated $205K and leaving 27,488 shares worth $2.81M. The position accounts for 1.92% of the portfolio, ranked #11.

DMC Group first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.05M in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • DMC Group held 27,488 shares of iShares 0-5 Year TIPS Bond ETF worth $2.81M as of Q2 2026.
  • DMC Group sold 1,988 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $205K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.92% of DMC Group's portfolio in Q2 2026, its #11 holding.
  • DMC Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • DMC Group's iShares 0-5 Year TIPS Bond ETF position peaked at $3.05M in Q1 2026.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.