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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

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. 824 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.
824 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.