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

Mission 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 		$336K Buy
+3,291
New +$339K 0.28% 99
2021
Q4 		$260K Buy
+2,542
New +$269K 0.24% 113

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MWM
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RWM
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Morgan Stanley
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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

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

Mission Financial Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,291 shares worth $336K. The stake represents 0.28% of the portfolio and ranks #99 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in STIP as recently as Q4 2021.

Mission Financial Group first reported a position in STIP in Q4 2021 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Mission Financial Group held 3,291 shares of iShares 0-5 Year TIPS Bond ETF worth $336K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Mission Financial Group position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.28% of Mission Financial Group's portfolio in Q2 2026, its #99 holding.
  • Mission Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 2 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.