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

PAX 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
2025
Q4 		– Sell
-11,123
Closed -$1.15M – 227
2025
Q3 		$1.15M Sell
11,123
-186
-2% -$19.2K 0.21% 79
2025
Q2 		$1.16M Buy
+11,309
New +$1.16M 0.22% 78

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

PAX Financial Group's STIP Position: Q4 2025 in Review

PAX Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 11,123 shares — an estimated $1.15M sold.

PAX Financial Group first reported a position in STIP in Q2 2025 and held it in 2 quarters. The position peaked at $1.16M in Q2 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • PAX Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • PAX Financial Group sold 11,123 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $1.15M.
  • PAX Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 2 quarters.
  • PAX Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.16M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on PAX Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.