Pine Grove Financial Group
STIP icon

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

Pine Grove 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 		$2.07M Buy
20,789
+1,865
+10% +$188K 0.2% 65
2026
Q2 		$1.93M Buy
18,924
+7,204
+61% +$743K 0.2% 68
2026
Q1 		$1.21M Buy
11,720
+79
+0.7% +$8.13K 0.14% 75
2025
Q4 		$1.19M Buy
+11,641
New +$1.2M 0.14% 73

Other funds holding STIP

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pine Grove Financial Group's STIP Position: Q3 2026 in Review

Pine Grove Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 9.9% in Q3 2026, buying an estimated $188K and bringing the position to 20,789 shares worth $2.07M. The position accounts for 0.2% of the portfolio, ranked #65.

Pine Grove Financial Group first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. 218 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Pine Grove Financial Group held 20,789 shares of iShares 0-5 Year TIPS Bond ETF worth $2.07M as of Q3 2026.
  • Pine Grove Financial Group bought 1,865 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $188K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.2% of Pine Grove Financial Group's portfolio in Q3 2026, its #65 holding.
  • Pine Grove Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.