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 Q2	$548K	Buy	5,368 +1,483	+38%	+$153K	0.01%	1036
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 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

Principal Securities's STIP Position: Q2 2026 in Review

Principal Securities increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 38% in Q2 2026, buying an estimated $153K and bringing the position to 5,368 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #1036.

Principal Securities first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.5M in Q1 2024. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Principal Securities held 5,368 shares of iShares 0-5 Year TIPS Bond ETF worth $548K as of Q2 2026.
Principal Securities bought 1,483 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $153K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1036 holding.
Principal Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $25.5M in Q1 2024.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.