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

SFG Wealth Management’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
2025
Q4 		– Sell
-6,108
Closed -$631K – 143
2025
Q3 		$631K Buy
+6,108
New +$630K 0.27% 66

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LPL Financial
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MWM
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RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SFG Wealth Management's STIP Position: Q4 2025 in Review

SFG Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 6,108 shares — an estimated $631K sold.

SFG Wealth Management first reported a position in STIP in Q3 2025 and held it in 1 quarter. The position peaked at $631K in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • SFG Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • SFG Wealth Management sold 6,108 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $631K.
  • SFG Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
  • SFG Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $631K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.