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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
Q2 		$625K Buy
6,114
+808
+15% +$83.3K 0.02% 568
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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

PFG Investments's STIP Position: Q2 2026 in Review

PFG Investments increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2026, buying an estimated $83.3K and bringing the position to 6,114 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #568.

PFG Investments first reported a position in STIP in Q2 2023 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • PFG Investments held 6,114 shares of iShares 0-5 Year TIPS Bond ETF worth $625K as of Q2 2026.
  • PFG Investments bought 808 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $83.3K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #568 holding.
  • PFG Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 7 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.