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 Q2	$913K	Buy	8,934 +30	+0.3%	+$3.09K	0.21%	48
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 $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

Private Wealth Management Group's STIP Position: Q2 2026 in Review

Private Wealth Management Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.34% in Q2 2026, buying an estimated $3.09K and bringing the position to 8,934 shares worth $913K. The position accounts for 0.21% of the portfolio, ranked #48.

Private Wealth Management Group first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $925K in Q4 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Private Wealth Management Group held 8,934 shares of iShares 0-5 Year TIPS Bond ETF worth $913K as of Q2 2026.
Private Wealth Management Group bought 30 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.09K.
iShares 0-5 Year TIPS Bond ETF made up 0.21% of Private Wealth Management Group's portfolio in Q2 2026, its #48 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 11 quarters since.
Private Wealth Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $925K in Q4 2023.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.