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 Q3	$4.99M	Buy	50,100 +5,100	+11%	+$514K	0.01%	827
2026 Q2	$4.6M	Buy	45,000 +7,200	+19%	+$743K	﹤0.01%	849
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Mackenzie Financial's STIP Position: Q3 2026 in Review

Mackenzie Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q3 2026, buying an estimated $514K and bringing the position to 50,100 shares worth $4.99M. The position accounts for 0.01% of the portfolio, ranked #827.

Mackenzie Financial first reported a position in STIP in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.33M in Q4 2024. 604 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Mackenzie Financial held 50,100 shares of iShares 0-5 Year TIPS Bond ETF worth $4.99M as of Q3 2026.
Mackenzie Financial bought 5,100 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $514K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Mackenzie Financial's portfolio in Q3 2026, its #827 holding.
Mackenzie Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 11 quarters since.
Mackenzie Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $5.33M in Q4 2024.
604 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.