TS Financial Group (TSFG)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

TS Financial Group (TSFG)’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	$228K	Buy	2,232 +2,092	+1,494%	+$216K	0.03%	188
2026 Q1	$14K	Hold	140	–	–	﹤0.01%	532
2025 Q4	$14K	Sell	140 -4,289	-97%	-$442K	﹤0.01%	529
2025 Q3	$458K	Buy	4,429 +643	+17%	+$66.3K	0.07%	121
2025 Q2	$390K	Buy	3,786 +3,711	+4,948%	+$381K	0.07%	125
2025 Q1	$8K	Buy	+75	New	+$7.64K	﹤0.01%	570
2024 Q4	–	Sell	-13	Closed	-$1K	–	819
2024 Q3	$1K	Buy	+13	New	+$1.3K	﹤0.01%	757

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

TS Financial Group (TSFG)'s STIP Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1,494% in Q2 2026, buying an estimated $216K and bringing the position to 2,232 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #188.

TS Financial Group (TSFG) first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $458K in Q3 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

TS Financial Group (TSFG) held 2,232 shares of iShares 0-5 Year TIPS Bond ETF worth $228K as of Q2 2026.
TS Financial Group (TSFG) bought 2,092 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $216K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #188 holding.
TS Financial Group (TSFG) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
TS Financial Group (TSFG)'s iShares 0-5 Year TIPS Bond ETF position peaked at $458K in Q3 2025.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.