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

TCFG 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
2026 Q1	$299K	Sell	2,896 -243	-8%	-$25K	0.11%	190
2025 Q4	$321K	Buy	3,139 +26	+0.8%	+$2.68K	0.13%	183
2025 Q3	$322K	Buy	3,113 +19	+0.6%	+$1.96K	0.13%	189
2025 Q2	$318K	Buy	3,094 +46	+2%	+$4.72K	0.14%	184
2025 Q1	$315K	Sell	3,048 -45	-1%	-$4.58K	0.16%	159
2024 Q4	$311K	Sell	3,093 -978	-24%	-$98.6K	0.16%	157
2024 Q3	$412K	Buy	+4,071	New	+$408K	0.21%	117

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

TCFG Wealth Management's STIP Position: Q1 2026 in Review

TCFG Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.7% in Q1 2026, selling an estimated $25K and leaving 2,896 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #190.

TCFG Wealth Management first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $412K in Q3 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

TCFG Wealth Management held 2,896 shares of iShares 0-5 Year TIPS Bond ETF worth $299K as of Q1 2026.
TCFG Wealth Management sold 243 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $25K.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #190 holding.
TCFG Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $412K in Q3 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.