PGAM
STIP icon

Princeton Global Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Princeton Global Asset Management’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 		$508K Sell
4,973
-2,009
-29% -$207K 0.07% 142
2026
Q1 		$722K Sell
6,982
-1,254
-15% -$129K 0.12% 109
2025
Q4 		$843K Buy
8,236
+26
+0.3% +$2.68K 0.14% 105
2025
Q3 		$849K Sell
8,210
-208
-2% -$21.5K 0.14% 108
2025
Q2 		$866K Sell
8,418
-85
-1% -$8.72K 0.16% 106
2025
Q1 		$880K Sell
8,503
-1,219
-13% -$124K 0.17% 101
2024
Q4 		$978K Sell
9,722
-1,043
-10% -$105K 0.18% 97
2024
Q3 		$1.09M Sell
10,765
-769
-7% -$77K 0.21% 86
2024
Q2 		$1.15M Buy
11,534
+13
+0.1% +$1.29K 0.25% 76
2024
Q1 		$1.15M Sell
11,521
-1,615
-12% -$160K 0.27% 74
2023
Q4 		$1.3M Sell
13,136
-886
-6% -$86.3K 0.33% 72
2023
Q3 		$1.36M Sell
14,022
-725
-5% -$70.4K 0.39% 68
2023
Q2 		$1.44M Sell
14,747
-1,046
-7% -$103K 0.42% 67
2023
Q1 		$1.57M Sell
15,793
-304
-2% -$29.7K 0.45% 66
2022
Q4 		$1.56M Sell
16,097
-596
-4% -$57.9K 0.51% 64
2022
Q3 		$1.6M Sell
16,693
-105
-0.6% -$10.5K 0.56% 60
2022
Q2 		$1.7M Buy
16,798
+780
+5% +$80.5K 0.55% 63
2022
Q1 		$1.68M Buy
16,018
+2,123
+15% +$224K 0.47% 66
2021
Q4 		$1.47M Buy
13,895
+8,726
+169% +$925K 0.41% 72
2021
Q3 		$546K Buy
5,169
+4,699
+1,000% +$499K 0.17% 119
2021
Q2 		$50K Buy
+470
New +$49.9K 0.02% 254

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Princeton Global Asset Management's STIP Position: Q2 2026 in Review

Princeton Global Asset Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 29% in Q2 2026, selling an estimated $207K and leaving 4,973 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #142.

Princeton Global Asset Management first reported a position in STIP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.7M in Q2 2022. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Princeton Global Asset Management held 4,973 shares of iShares 0-5 Year TIPS Bond ETF worth $508K as of Q2 2026.
  • Princeton Global Asset Management sold 2,009 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $207K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Princeton Global Asset Management's portfolio in Q2 2026, its #142 holding.
  • Princeton Global Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Princeton Global Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.7M in Q2 2022.
  • 169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.