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

Ethos 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 Q2	$11.8M	Sell	116,299 -25,360	-18%	-$2.62M	0.79%	28
2026 Q1	$14.7M	Buy	141,659 +5,989	+4%	+$617K	1.07%	19
2025 Q4	$13.9M	Buy	135,670 +17,975	+15%	+$1.85M	1.03%	21
2025 Q3	$12.2M	Sell	117,695 -5	-0%	-$516	0.95%	25
2025 Q2	$12.1M	Buy	117,700 +35,757	+44%	+$3.67M	1.04%	22
2025 Q1	$8.24M	Buy	81,943 +253	+0.3%	+$25.8K	0.79%	33
2024 Q4	$8.22M	Sell	81,690 -46,427	-36%	-$4.68M	1.07%	28
2024 Q3	$13M	Buy	128,117 +4,544	+4%	+$455K	2.14%	11
2024 Q2	$12.3M	Buy	123,573 +2,233	+2%	+$222K	2.16%	11
2024 Q1	$12.1M	Sell	121,340 -815	-0.7%	-$80.5K	2.28%	10
2023 Q4	$12M	Buy	122,155 +61,608	+102%	+$6M	2.56%	8
2023 Q3	$5.98M	Buy	60,547 +11,448	+23%	+$1.11M	1.55%	27
2023 Q2	$4.87M	Hold	49,099	–	–	1.65%	22
2023 Q1	$4.87M	Sell	49,099 -25,901	-35%	-$2.53M	1.52%	23
2022 Q4	$7.27M	Buy	+75,000	New	+$7.29M	2.46%	13

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

Ethos Financial Group's STIP Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 18% in Q2 2026, selling an estimated $2.62M and leaving 116,299 shares worth $11.8M. The position accounts for 0.79% of the portfolio, ranked #28.

Ethos Financial Group first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.7M in Q1 2026. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Ethos Financial Group held 116,299 shares of iShares 0-5 Year TIPS Bond ETF worth $11.8M as of Q2 2026.
Ethos Financial Group sold 25,360 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.62M.
iShares 0-5 Year TIPS Bond ETF made up 0.79% of Ethos Financial Group's portfolio in Q2 2026, its #28 holding.
Ethos Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
Ethos Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $14.7M in Q1 2026.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.