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Safeguard Investment Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Safeguard Investment Advisory 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 		$323K Buy
+3,165
New +$326K 0.07% 120
2021
Q1 		– Sell
-62
Closed -$6K – 629
2020
Q4 		$6K Buy
+62
New +$6.43K 0.01% 506

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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

Safeguard Investment Advisory Group's STIP Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,165 shares worth $323K. The stake represents 0.07% of the portfolio and ranks #120 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in STIP as recently as Q4 2020.

Safeguard Investment Advisory Group first reported a position in STIP in Q4 2020 and has held it in 2 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Safeguard Investment Advisory Group held 3,165 shares of iShares 0-5 Year TIPS Bond ETF worth $323K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Safeguard Investment Advisory Group position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #120 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.