Mather Group
STIP icon

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

Mather 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
Q3 		$190K Buy
1,905
+1,408
+283% +$142K ﹤0.01% 806
2026
Q2 		$50.8K Sell
497
-990
-67% -$102K ﹤0.01% 1096
2026
Q1 		$154K Buy
+1,487
New +$153K ﹤0.01% 793
2025
Q4 		– Sell
-618
Closed -$63.9K – 1528
2025
Q3 		$63.9K Buy
+618
New +$63.7K ﹤0.01% 848
2025
Q2 		– Sell
-311
Closed -$32.2K – 1590
2025
Q1 		$32.2K Hold
311
– – ﹤0.01% 977
2024
Q4 		$31.3K Sell
311
-160
-34% -$16.1K ﹤0.01% 970
2024
Q3 		$47.7K Sell
471
-2,827
-86% -$283K ﹤0.01% 888
2024
Q2 		$328K Buy
3,298
+1,174
+55% +$116K ﹤0.01% 506
2024
Q1 		$209K Sell
2,124
-375
-15% -$37.1K ﹤0.01% 515
2023
Q4 		$246K Sell
2,499
-4,752
-66% -$463K ﹤0.01% 498
2023
Q3 		$703K Sell
7,251
-2,752
-28% -$267K 0.01% 262
2023
Q2 		$976K Sell
10,003
-1,310
-12% -$129K 0.02% 235
2023
Q1 		$1.12M Buy
11,313
+2,098
+23% +$205K 0.02% 202
2022
Q4 		$893K Sell
9,215
-2,461
-21% -$239K 0.02% 225
2022
Q3 		$1.12M Sell
11,676
-1,198
-9% -$120K 0.02% 180
2022
Q2 		$1.31M Buy
12,874
+6,724
+109% +$694K 0.03% 156
2022
Q1 		$645K Buy
+6,150
New +$648K 0.01% 226

Other funds holding STIP

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Mather Group's STIP Position: Q3 2026 in Review

Mather Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 283% in Q3 2026, buying an estimated $142K and bringing the position to 1,905 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Mather Group first reported a position in STIP in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.31M in Q2 2022. 242 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Mather Group held 1,905 shares of iShares 0-5 Year TIPS Bond ETF worth $190K as of Q3 2026.
  • Mather Group bought 1,408 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $142K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #806 holding.
  • Mather Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Mather Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.31M in Q2 2022.
  • 242 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.