Private Wealth Management Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Private Wealth Management 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
2026 Q1	$921K	Buy	8,904 +72	+0.8%	+$7.41K	0.24%	44
2025 Q4	$904K	Buy	8,832 +25	+0.3%	+$2.57K	0.24%	44
2025 Q3	$910K	Buy	8,807 +32	+0.4%	+$3.3K	0.25%	42
2025 Q2	$903K	Sell	8,775 -8	-0.1%	-$821	0.3%	41
2025 Q1	$909K	Sell	8,783 -70	-0.8%	-$7.13K	0.34%	36
2024 Q4	$891K	Buy	8,853 +192	+2%	+$19.4K	0.34%	39
2024 Q3	$878K	Buy	8,661 +33	+0.4%	+$3.31K	0.35%	37
2024 Q2	$858K	Hold	8,628	–	–	0.37%	34
2024 Q1	$858K	Sell	8,628 -755	-8%	-$74.6K	0.39%	35
2023 Q4	$925K	Buy	+9,383	New	+$914K	0.45%	30

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Wealth Management Group's STIP Position: Q1 2026 in Review

Private Wealth Management Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.82% in Q1 2026, buying an estimated $7.41K and bringing the position to 8,904 shares worth $921K. The position accounts for 0.24% of the portfolio, ranked #44.

Private Wealth Management Group first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $925K in Q4 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Private Wealth Management Group held 8,904 shares of iShares 0-5 Year TIPS Bond ETF worth $921K as of Q1 2026.
Private Wealth Management Group bought 72 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $7.41K.
iShares 0-5 Year TIPS Bond ETF made up 0.24% of Private Wealth Management Group's portfolio in Q1 2026, its #44 holding.
Private Wealth Management Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $925K in Q4 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.