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

Oxford 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	$15.5K	Hold	152	–	–	﹤0.01%	280
2026 Q1	$15.7K	Hold	152	–	–	﹤0.01%	283
2025 Q4	$15.6K	Hold	152	–	–	﹤0.01%	268
2025 Q3	$15.7K	Hold	152	–	–	﹤0.01%	263
2025 Q2	$15.6K	Buy	+152	New	+$15.6K	﹤0.01%	248
2024 Q1	–	Sell	-132	Closed	-$13K	–	302
2023 Q4	$13K	Buy	+132	New	+$12.9K	﹤0.01%	283
2023 Q1	–	Sell	-970	Closed	-$94.1K	–	278
2022 Q4	$94.1K	Buy	+970	New	+$94.2K	0.01%	201

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

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

Oxford Financial Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 152 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Oxford Financial Group first reported a position in STIP in Q4 2022 and has held it in 7 quarters since. The position peaked at $94.1K in Q4 2022. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Oxford Financial Group held 152 shares of iShares 0-5 Year TIPS Bond ETF worth $15.5K as of Q2 2026.
Oxford Financial Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #280 holding.
Oxford Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 7 quarters since.
Oxford Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $94.1K in Q4 2022.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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