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 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 $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Oxford Financial Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 152 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Oxford Financial Group first reported a position in STIP in Q4 2022 and has held it in 6 quarters since. The position peaked at $94.1K in Q4 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Oxford Financial Group held 152 shares of iShares 0-5 Year TIPS Bond ETF worth $15.7K as of Q1 2026.
Oxford Financial Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #283 holding.
Oxford Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 6 quarters since.
Oxford Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $94.1K in Q4 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.