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

Nations 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 		$8.07M Buy
78,044
+1,561
+2% +$161K 0.42% 53
2025
Q4 		$7.83M Buy
76,483
+7,612
+11% +$784K 0.41% 51
2025
Q3 		$7.12M Buy
68,871
+8,594
+14% +$886K 0.44% 48
2025
Q2 		$6.2M Buy
60,277
+25,119
+71% +$2.58M 0.43% 53
2025
Q1 		$3.64M Buy
35,158
+3,351
+11% +$341K 0.28% 84
2024
Q4 		$3.2M Buy
31,807
+3,926
+14% +$396K 0.23% 104
2024
Q3 		$2.82M Buy
27,881
+6,302
+29% +$631K 0.21% 118
2024
Q2 		$2.15M Buy
21,579
+4,428
+26% +$439K 0.18% 138
2024
Q1 		$1.71M Buy
17,151
+1,700
+11% +$168K 0.14% 170
2023
Q4 		$1.52M Buy
15,451
+7,493
+94% +$730K 0.14% 170
2023
Q3 		$771K Buy
7,958
+989
+14% +$96.1K 0.08% 271
2023
Q2 		$680K Buy
6,969
+597
+9% +$58.7K 0.07% 310
2023
Q1 		$632K Buy
6,372
+2,872
+82% +$281K 0.07% 309
2022
Q4 		$339K Buy
+3,500
New +$340K 0.04% 444

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

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

Nations Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2% in Q1 2026, buying an estimated $161K and bringing the position to 78,044 shares worth $8.07M. The position accounts for 0.42% of the portfolio, ranked #53.

Nations Financial Group first reported a position in STIP in Q4 2022 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Nations Financial Group held 78,044 shares of iShares 0-5 Year TIPS Bond ETF worth $8.07M as of Q1 2026.
  • Nations Financial Group bought 1,561 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $161K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.42% of Nations Financial Group's portfolio in Q1 2026, its #53 holding.
  • Nations Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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