Prosperity Consulting Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Prosperity Consulting 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	$271K	Sell	2,621 -4,653	-64%	-$479K	0.01%	440
2025 Q4	$745K	Sell	7,274 -1,717	-19%	-$177K	0.03%	291
2025 Q3	$929K	Sell	8,991 -2,328	-21%	-$240K	0.05%	258
2025 Q2	$1.16M	Sell	11,319 -9	-0.1%	-$923	0.09%	204
2025 Q1	$1.17M	Sell	11,328 -1,670	-13%	-$170K	0.09%	198
2024 Q4	$1.31M	Buy	12,998 +6,809	+110%	+$686K	0.1%	196
2024 Q3	$627K	Sell	6,189 -2,260	-27%	-$226K	0.05%	285
2024 Q2	$841K	Sell	8,449 -5,905	-41%	-$586K	0.11%	134
2024 Q1	$1.43M	Buy	+14,354	New	+$1.42M	0.18%	118

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

Prosperity Consulting Group's STIP Position: Q1 2026 in Review

Prosperity Consulting Group reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 64% in Q1 2026, selling an estimated $479K and leaving 2,621 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #440.

Prosperity Consulting Group first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q1 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Prosperity Consulting Group held 2,621 shares of iShares 0-5 Year TIPS Bond ETF worth $271K as of Q1 2026.
Prosperity Consulting Group sold 4,653 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $479K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #440 holding.
Prosperity Consulting Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's iShares 0-5 Year TIPS Bond ETF position peaked at $1.43M in Q1 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.