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Pinnacle Wealth Management Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Pinnacle Wealth Management 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
Q2 		$1.17M Hold
11,467
– – 0.55% 43
2026
Q1 		$1.19M Sell
11,467
-1,543
-12% -$159K 0.58% 41
2025
Q4 		$1.33M Sell
13,010
-1,773
-12% -$183K 0.67% 36
2025
Q3 		$1.53M Sell
14,783
-200
-1% -$20.6K 0.78% 33
2025
Q2 		$1.54M Sell
14,983
-1,064
-7% -$109K 0.88% 32
2025
Q1 		$1.66M Sell
16,047
-3,783
-19% -$385K 1.16% 26
2024
Q4 		$1.99M Sell
19,830
-3,318
-14% -$334K 1.24% 26
2024
Q3 		$2.35M Sell
23,148
-61,846
-73% -$6.19M 1.48% 23
2024
Q2 		$8.46M Buy
84,994
+3,609
+4% +$358K 5.72% 2
2024
Q1 		$8.09M Sell
81,385
-5,602
-6% -$554K 6.01% 1
2023
Q4 		$8.58M Sell
86,987
-404
-0.5% -$39.4K 7.04% 1
2023
Q3 		$8.47M Sell
87,391
-8,811
-9% -$856K 7.71% 1
2023
Q2 		$9.39M Sell
96,202
-2,926
-3% -$288K 8.21% 1
2023
Q1 		$9.84M Buy
99,128
+811
+0.8% +$79.3K 8.52% 1
2022
Q4 		$9.53M Sell
98,317
-12,329
-11% -$1.2M 8.45% 1
2022
Q3 		$10.6M Buy
110,646
+13,633
+14% +$1.37M 9.37% 1
2022
Q2 		$9.84M Buy
97,013
+1,432
+1% +$148K 8.24% 1
2022
Q1 		$10M Buy
95,581
+24,183
+34% +$2.55M 7.55% 1
2021
Q4 		$7.56M Buy
71,398
+5,352
+8% +$567K 5.6% 1
2021
Q3 		$6.98M Buy
66,046
+10,201
+18% +$1.08M 5.24% 1
2021
Q2 		$5.94M Buy
+55,845
New +$5.93M 4.33% 1

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 22.96% 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

Pinnacle Wealth Management Group's STIP Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 11,467 shares worth $1.17M. The position accounts for 0.55% of the portfolio, ranked #43.

Pinnacle Wealth Management Group first reported a position in STIP in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.6M in Q3 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Pinnacle Wealth Management Group held 11,467 shares of iShares 0-5 Year TIPS Bond ETF worth $1.17M as of Q2 2026.
  • Pinnacle Wealth Management Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.55% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #43 holding.
  • Pinnacle Wealth Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $10.6M in Q3 2022.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.