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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group's STIP Position: Q1 2026 in Review

Mather Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 1,487 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Mather Group previously reported a position in STIP as recently as Q3 2025.

Mather Group first reported a position in STIP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.31M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Mather Group held 1,487 shares of iShares 0-5 Year TIPS Bond ETF worth $154K as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Mather Group position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #793 holding.
  • Mather Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Mather Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.31M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.