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IFG Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

IFG Advisory’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 		– Sell
-118,473
Closed -$12.1M – 810
2025
Q4 		$12.1M Buy
118,473
+3,311
+3% +$341K 0.53% 39
2025
Q3 		$11.9M Buy
115,162
+4,345
+4% +$448K 0.54% 39
2025
Q2 		$11.4M Buy
110,817
+819
+0.7% +$84K 0.57% 33
2025
Q1 		$11.4M Buy
109,998
+1,475
+1% +$150K 0.63% 28
2024
Q4 		$10.9M Buy
108,523
+2,324
+2% +$234K 0.62% 32
2024
Q3 		$10.8M Buy
106,199
+496
+0.5% +$49.7K 0.69% 28
2024
Q2 		$10.5M Sell
105,703
-225
-0.2% -$22.3K 0.67% 24
2024
Q1 		$10.5M Sell
105,928
-264
-0.2% -$26.1K 0.79% 22
2023
Q4 		$10.5M Buy
106,192
+2,064
+2% +$201K 0.77% 18
2023
Q3 		$10.1M Sell
104,128
-349
-0.3% -$33.9K 0.85% 18
2023
Q2 		$10.2M Sell
104,477
-27,878
-21% -$2.74M 0.9% 16
2023
Q1 		$13.1M Buy
132,355
+13,713
+12% +$1.34M 1.23% 13
2022
Q4 		$11.5M Buy
118,642
+4,129
+4% +$401K 1.15% 14
2022
Q3 		$11M Buy
114,513
+6,501
+6% +$651K 1% 19
2022
Q2 		$11M Buy
108,012
+5,777
+6% +$596K 1.16% 15
2022
Q1 		$10.7M Buy
102,235
+8,536
+9% +$899K 1.08% 11
2021
Q4 		$9.92M Buy
93,699
+6,127
+7% +$649K 0.97% 16
2021
Q3 		$9.25M Buy
87,572
+7,629
+10% +$809K 1% 17
2021
Q2 		$8.5M Buy
79,943
+5,834
+8% +$620K 0.95% 17
2021
Q1 		$7.83M Buy
74,109
+9,476
+15% +$997K 0.98% 14
2020
Q4 		$6.75M Buy
64,633
+5,913
+10% +$613K 0.93% 17
2020
Q3 		$6.11M Buy
58,720
+4,219
+8% +$436K 0.99% 17
2020
Q2 		$5.58M Buy
54,501
+8,126
+18% +$824K 1.01% 17
2020
Q1 		$4.63M Buy
46,375
+8,119
+21% +$816K 1.03% 18
2019
Q4 		$3.85M Buy
38,256
+3,474
+10% +$348K 0.7% 29
2019
Q3 		$3.48M Buy
34,782
+685
+2% +$68.6K 0.68% 30
2019
Q2 		$3.43M Buy
34,097
+2,509
+8% +$251K 0.61% 32
2019
Q1 		$3.15M Buy
31,588
+2,858
+10% +$282K 0.6% 30
2018
Q4 		$2.82M Buy
28,730
+4,001
+16% +$393K 0.66% 26
2018
Q3 		$2.44M Buy
24,729
+4,810
+24% +$476K 0.46% 45
2018
Q2 		$1.99M Buy
19,919
+390
+2% +$38.8K 0.41% 52
2018
Q1 		$1.96M Buy
19,529
+1,635
+9% +$163K 0.43% 53
2017
Q4 		$1.79M Buy
+17,894
New +$1.79M 0.4% 54

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFG Advisory's STIP Position: Q1 2026 in Review

IFG Advisory sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 118,473 shares — an estimated $12.1M sold.

IFG Advisory first reported a position in STIP in Q4 2017 and held it in 33 quarters. The position peaked at $13.1M in Q1 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • IFG Advisory reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 118,473 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $12.1M.
  • IFG Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 33 quarters.
  • IFG Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $13.1M in Q1 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.