Sovereign Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sovereign Financial 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	–	Sell	-2,803	Closed	-$287K	–	388
2025 Q4	$287K	Hold	2,803	–	–	0.05%	279
2025 Q3	$290K	Hold	2,803	–	–	0.05%	270
2025 Q2	$288K	Sell	2,803 -1,106	-28%	-$113K	0.06%	255
2025 Q1	$404K	Sell	3,909 -248	-6%	-$25.3K	0.09%	190
2024 Q4	$418K	Buy	4,157 +732	+21%	+$73.8K	0.1%	195
2024 Q3	$347K	Sell	3,425 -802	-19%	-$80.3K	0.08%	207
2024 Q2	$421K	Buy	4,227 +1,399	+49%	+$139K	0.1%	178
2024 Q1	$281K	Buy	2,828 +261	+10%	+$25.8K	0.07%	222
2023 Q4	$253K	Buy	+2,567	New	+$250K	0.08%	208

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

Sovereign Financial Group's STIP Position: Q1 2026 in Review

Sovereign Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 2,803 shares — an estimated $287K sold.

Sovereign Financial Group first reported a position in STIP in Q4 2023 and held it in 9 quarters. The position peaked at $421K in Q2 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Sovereign Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Sovereign Financial Group sold 2,803 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $287K.
Sovereign Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 9 quarters.
Sovereign Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $421K in Q2 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.