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

Principal Securities’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
Q1 		$402K Sell
3,885
-2,830
-42% -$291K 0.01% 1073
2025
Q4 		$688K Buy
6,715
+756
+13% +$77.8K 0.01% 813
2025
Q3 		$616K Buy
5,959
+1,287
+28% +$133K 0.01% 834
2025
Q2 		$481K Buy
4,672
+2,713
+138% +$278K 0.01% 871
2025
Q1 		$197K Hold
1,959
– – ﹤0.01% 1142
2024
Q4 		$197K Sell
1,959
-652
-25% -$65.7K ﹤0.01% 1141
2024
Q3 		$265K Sell
2,611
-456
-15% -$45.7K 0.01% 994
2024
Q2 		$305K Sell
3,067
-253,151
-99% -$25.1M 0.01% 870
2024
Q1 		$25.5M Buy
256,218
+31,307
+14% +$3.09M 0.79% 18
2023
Q4 		$22.2M Buy
+224,911
New +$21.9M 0.83% 20

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's STIP Position: Q1 2026 in Review

Principal Securities reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 42% in Q1 2026, selling an estimated $291K and leaving 3,885 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1073.

Principal Securities first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.5M in Q1 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Principal Securities held 3,885 shares of iShares 0-5 Year TIPS Bond ETF worth $402K as of Q1 2026.
  • Principal Securities sold 2,830 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $291K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #1073 holding.
  • Principal Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $25.5M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.