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 Q3	–	Sell	-152	Closed	-$15.5K	–	310
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 $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Oxford Financial Group's STIP Position: Q3 2026 in Review

Oxford Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026, closing a stake of 152 shares — an estimated $15.5K sold.

Oxford Financial Group first reported a position in STIP in Q4 2022 and held it in 7 quarters. The position peaked at $94.1K in Q4 2022. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Oxford Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2026 after selling out during the quarter.
Oxford Financial Group sold 152 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $15.5K.
Oxford Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 7 quarters.
Oxford Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $94.1K in Q4 2022.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Oxford Financial Group's 13F filing for Q3 2026, filed 13 Nov 2026.