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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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
MWM
Modera Wealth Management
Westwood, New Jersey
$8.34B AUM
19.68%
1-Year Est. Return
RWM
Ritholtz Wealth Management
New York
$5.76B AUM
24.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
3AM
3EDGE Asset Management
Naples, Florida
$2.07B AUM
16.66%
1-Year Est. Return
PCIG
Partners Capital Investment Group
Boston, Massachusetts
$2.65B AUM
16.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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