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

Team 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
Q2 		– Sell
-81
Closed -$8.4K – 223
2026
Q1 		$8.4K Hold
81
– – ﹤0.01% 204
2025
Q4 		$8.31K Buy
81
+1
+1% +$103 ﹤0.01% 195
2025
Q3 		$8.28K Buy
80
+1
+1% +$103 ﹤0.01% 195
2025
Q2 		$8.15K Buy
+79
New +$8.1K ﹤0.01% 187

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Team Financial Group's STIP Position: Q2 2026 in Review

Team Financial Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 81 shares — an estimated $8.4K sold.

Team Financial Group first reported a position in STIP in Q2 2025 and held it in 4 quarters. The position peaked at $8.4K in Q1 2026. 289 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Team Financial Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 81 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $8.4K.
  • Team Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $8.4K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.