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

Mustico 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	$2.09M	Sell	20,567 -3,228	-14%	-$333K	1.36%	11
2026 Q1	$2.47M	Sell	23,795 -5,958	-20%	-$613K	1.73%	10
2025 Q4	$3.05M	Sell	29,753 -6,253	-17%	-$644K	2.35%	10
2025 Q3	$3.01M	Sell	36,006 -3,077	-8%	-$317K	3.05%	8
2025 Q2	$4.03M	Buy	+39,083	New	+$4.01M	3.72%	9

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

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

Mustico Financial Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q2 2026, selling an estimated $333K and leaving 20,567 shares worth $2.09M. The position accounts for 1.36% of the portfolio, ranked #11.

Mustico Financial Group first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.03M in Q2 2025. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Mustico Financial Group held 20,567 shares of iShares 0-5 Year TIPS Bond ETF worth $2.09M as of Q2 2026.
Mustico Financial Group sold 3,228 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $333K.
iShares 0-5 Year TIPS Bond ETF made up 1.36% of Mustico Financial Group's portfolio in Q2 2026, its #11 holding.
Mustico Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
Mustico Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $4.03M in Q2 2025.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.