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

Mackenzie Financial’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	$3.91M	Sell	37,800 -700	-2%	-$72.1K	﹤0.01%	748
2025 Q4	$3.94M	Sell	38,500 -5,200	-12%	-$535K	﹤0.01%	696
2025 Q3	$4.52M	Sell	43,700 -300	-0.7%	-$30.9K	0.01%	654
2025 Q2	$4.53M	Sell	44,000 -3,300	-7%	-$339K	0.01%	624
2025 Q1	$4.89M	Sell	47,300 -5,700	-11%	-$581K	0.01%	587
2024 Q4	$5.33M	Buy	53,000 +6,800	+15%	+$685K	0.01%	562
2024 Q3	$4.68M	Buy	46,200 +5,400	+13%	+$541K	0.01%	555
2024 Q2	$4.06M	Buy	40,800 +2,600	+7%	+$258K	0.01%	583
2024 Q1	$3.8M	Buy	+38,200	New	+$3.78M	0.01%	602

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mackenzie Financial's STIP Position: Q1 2026 in Review

Mackenzie Financial reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.8% in Q1 2026, selling an estimated $72.1K and leaving 37,800 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Mackenzie Financial first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.33M in Q4 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Mackenzie Financial held 37,800 shares of iShares 0-5 Year TIPS Bond ETF worth $3.91M as of Q1 2026.
Mackenzie Financial sold 700 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $72.1K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #748 holding.
Mackenzie Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Mackenzie Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $5.33M in Q4 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.