Principal Financial Group
STIP icon

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

Principal 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
2025
Q1 		– Sell
-16,445
Closed -$1.65M – 2214
2024
Q4 		$1.65M Buy
16,445
+6,225
+61% +$627K ﹤0.01% 1816
2024
Q3 		$1.04M Sell
10,220
-10,025
-50% -$1M ﹤0.01% 1855
2024
Q2 		$2.01M Buy
20,245
+9,000
+80% +$893K ﹤0.01% 1764
2024
Q1 		$1.12M Sell
11,245
-16,930
-60% -$1.67M ﹤0.01% 1853
2023
Q4 		$2.78M Buy
28,175
+2,675
+10% +$261K ﹤0.01% 1718
2023
Q3 		$2.47M Sell
25,500
-23,425
-48% -$2.28M ﹤0.01% 1728
2023
Q2 		$4.78M Buy
48,925
+9,250
+23% +$910K ﹤0.01% 1540
2023
Q1 		$3.94M Sell
39,675
-550,475
-93% -$53.8M ﹤0.01% 1616
2022
Q4 		$57.2M Buy
590,150
+25,925
+5% +$2.52M 0.04% 362
2022
Q3 		$54.2M Buy
+564,225
New +$56.5M 0.04% 355

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Principal Financial Group's STIP Position: Q1 2025 in Review

Principal Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2025, closing a stake of 16,445 shares — an estimated $1.65M sold.

Principal Financial Group first reported a position in STIP in Q3 2022 and held it in 10 quarters. The position peaked at $57.2M in Q4 2022. 657 funds tracked by Wall St. Rank hold STIP as of Q1 2025.

  • Principal Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Principal Financial Group sold 16,445 iShares 0-5 Year TIPS Bond ETF shares in Q1 2025, an estimated $1.65M.
  • Principal Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and held it in 10 quarters.
  • Principal Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $57.2M in Q4 2022.
  • 657 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2025.

Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.