MFG
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Merit Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Merit Financial 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 		$4.49M Buy
43,998
+34,915
+384% +$3.6M 0.03% 464
2026
Q1 		$939K Buy
9,083
+3,022
+50% +$311K 0.01% 1013
2025
Q4 		$621K Sell
6,061
-64,266
-91% -$6.62M 0.01% 1169
2025
Q3 		$7.27M Buy
70,327
+31,989
+83% +$3.3M 0.07% 222
2025
Q2 		$3.95M Buy
+38,338
New +$3.93M 0.04% 332
2024
Q2 		– Sell
-18,612
Closed -$1.84M – 942
2024
Q1 		$1.84M Sell
18,612
-13,682
-42% -$1.35M 0.04% 273
2023
Q4 		$3.18M Sell
32,294
-672
-2% -$65.5K 0.1% 140
2023
Q3 		$3.2M Buy
32,966
+2,043
+7% +$198K 0.1% 150
2023
Q2 		$3.02M Buy
30,923
+745
+2% +$73.3K 0.1% 162
2023
Q1 		$2.99M Buy
30,178
+1,602
+6% +$157K 0.11% 144
2022
Q4 		$2.77M Buy
28,576
+7,653
+37% +$744K 0.1% 152
2022
Q3 		$2.01M Buy
+20,923
New +$2.1M 0.09% 159

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

Merit Financial Group's STIP Position: Q2 2026 in Review

Merit Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 384% in Q2 2026, buying an estimated $3.6M and bringing the position to 43,998 shares worth $4.49M. The position accounts for 0.03% of the portfolio, ranked #464.

Merit Financial Group first reported a position in STIP in Q3 2022 and has held it in 12 quarters since. The position peaked at $7.27M in Q3 2025. 198 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Merit Financial Group held 43,998 shares of iShares 0-5 Year TIPS Bond ETF worth $4.49M as of Q2 2026.
  • Merit Financial Group bought 34,915 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.6M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #464 holding.
  • Merit Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • Merit Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $7.27M in Q3 2025.
  • 198 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.