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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Mather Group's STIP Position: Q2 2026 in Review

Mather Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 67% in Q2 2026, selling an estimated $102K and leaving 497 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Mather Group first reported a position in STIP in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q2 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Mather Group held 497 shares of iShares 0-5 Year TIPS Bond ETF worth $50.8K as of Q2 2026.
  • Mather Group sold 990 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1096 holding.
  • Mather Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Mather Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.31M in Q2 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.