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 Q3	$892K	Buy	8,950 +16	+0.2%	+$1.61K	0.2%	49
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%	+$3.3K	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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JWM

Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return

Private Wealth Management Group's STIP Position: Q3 2026 in Review

Private Wealth Management Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.18% in Q3 2026, buying an estimated $1.61K and bringing the position to 8,950 shares worth $892K. The position accounts for 0.2% of the portfolio, ranked #49.

Private Wealth Management Group first reported a position in STIP in Q4 2023 and has held it in 12 quarters since. The position peaked at $925K in Q4 2023. 165 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Private Wealth Management Group held 8,950 shares of iShares 0-5 Year TIPS Bond ETF worth $892K as of Q3 2026.
Private Wealth Management Group bought 16 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.61K.
iShares 0-5 Year TIPS Bond ETF made up 0.2% of Private Wealth Management Group's portfolio in Q3 2026, its #49 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 12 quarters since.
Private Wealth Management Group's iShares 0-5 Year TIPS Bond ETF position peaked at $925K in Q4 2023.
165 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.