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

Independent 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 		$263K Sell
2,579
-701
-21% -$72.3K ﹤0.01% 1326
2026
Q1 		$339K Sell
3,280
-1,272
-28% -$131K 0.01% 1105
2025
Q4 		$466K Buy
4,552
+768
+20% +$79.1K 0.01% 939
2025
Q3 		$391K Sell
3,784
-10
-0.3% -$1.03K 0.01% 958
2025
Q2 		$390K Sell
3,794
-1,268
-25% -$130K 0.01% 892
2025
Q1 		$524K Buy
5,062
+561
+12% +$57.2K 0.02% 691
2024
Q4 		$453K Buy
4,501
+410
+10% +$41.3K 0.02% 736
2024
Q3 		$415K Sell
4,091
-1,058
-21% -$106K 0.02% 731
2024
Q2 		$512K Sell
5,149
-1,291
-20% -$128K 0.02% 598
2024
Q1 		$640K Sell
6,440
-5,039
-44% -$498K 0.03% 504
2023
Q4 		$1.13M Buy
11,479
+2,338
+26% +$228K 0.06% 326
2023
Q3 		$886K Sell
9,141
-2,015
-18% -$196K 0.06% 347
2023
Q2 		$1.09M Sell
11,156
-33,158
-75% -$3.26M 0.08% 288
2023
Q1 		$4.4M Sell
44,314
-553,237
-93% -$54.1M 0.35% 54
2022
Q4 		$57.9M Sell
597,551
-49,034
-8% -$4.76M 4.98% 1
2022
Q3 		$62.1M Buy
646,585
+612,623
+1,804% +$61.4M 5.63% 1
2022
Q2 		$3.44M Buy
33,962
+13,225
+64% +$1.37M 0.37% 50
2022
Q1 		$2.18M Buy
20,737
+7,227
+53% +$761K 0.18% 117
2021
Q4 		$1.43M Buy
13,510
+8,717
+182% +$924K 0.12% 174
2021
Q3 		$506K Buy
+4,793
New +$509K 0.05% 359

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

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

Independent Financial Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 21% in Q2 2026, selling an estimated $72.3K and leaving 2,579 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Independent Financial Group first reported a position in STIP in Q3 2021 and has held it in 20 quarters since. The position peaked at $62.1M in Q3 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Independent Financial Group held 2,579 shares of iShares 0-5 Year TIPS Bond ETF worth $263K as of Q2 2026.
  • Independent Financial Group sold 701 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $72.3K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1326 holding.
  • Independent Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $62.1M in Q3 2022.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.