PFG Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

PFG Investments’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	$549K	Buy	+5,306	New	+$546K	0.03%	560
2025 Q2	–	Sell	-2,836	Closed	-$293K	–	1122
2025 Q1	$293K	Sell	2,836 -153	-5%	-$15.6K	0.02%	720
2024 Q4	$301K	Buy	2,989 +157	+6%	+$15.8K	0.02%	709
2024 Q3	$287K	Buy	+2,832	New	+$284K	0.02%	728
2023 Q4	–	Sell	-2,446	Closed	-$237K	–	543
2023 Q3	$237K	Buy	2,446 +33	+1%	+$3.21K	0.04%	416
2023 Q2	$236K	Buy	+2,413	New	+$237K	0.04%	430

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

PFG Investments's STIP Position: Q1 2026 in Review

PFG Investments opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 5,306 shares worth $549K. The stake represents 0.03% of the portfolio and ranks #560 among its holdings. This is a return to the name: PFG Investments previously reported a position in STIP as recently as Q1 2025.

PFG Investments first reported a position in STIP in Q2 2023 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

PFG Investments held 5,306 shares of iShares 0-5 Year TIPS Bond ETF worth $549K as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new PFG Investments position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of PFG Investments's portfolio in Q1 2026, its #560 holding.
PFG Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 6 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.