Mach-1 Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mach-1 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
2025 Q4	–	Sell	-2,773	Closed	-$287K	–	436
2025 Q3	$287K	Buy	+2,773	New	+$286K	0.05%	181
2022 Q1	–	Sell	-1,063	Closed	-$112K	–	301
2021 Q4	$112K	Buy	+1,063	New	+$113K	0.07%	39

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Mach-1 Financial Group's STIP Position: Q4 2025 in Review

Mach-1 Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,773 shares — an estimated $287K sold.

Mach-1 Financial Group first reported a position in STIP in Q4 2021 and held it in 2 quarters. The position peaked at $287K in Q3 2025. 763 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Mach-1 Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 2,773 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $287K.
Mach-1 Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 2 quarters.
Mach-1 Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $287K in Q3 2025.
763 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.