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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
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
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

Mustico Financial Group's STIP Position: Q1 2026 in Review

Mustico Financial Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 20% in Q1 2026, selling an estimated $613K and leaving 23,795 shares worth $2.47M. The position accounts for 1.73% of the portfolio, ranked #10.

Mustico Financial Group first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.03M in Q2 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Mustico Financial Group held 23,795 shares of iShares 0-5 Year TIPS Bond ETF worth $2.47M as of Q1 2026.
  • Mustico Financial Group sold 5,958 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $613K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.73% of Mustico Financial Group's portfolio in Q1 2026, its #10 holding.
  • Mustico Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Mustico Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $4.03M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Mustico Financial Group's 13F filing for Q1 2026, filed 15 May 2026.