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 Q3	$69K	Sell	688 -1,544	-69%	-$156K	0.02%	233
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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

TS Financial Group (TSFG)'s STIP Position: Q3 2026 in Review

TS Financial Group (TSFG) reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 69% in Q3 2026, selling an estimated $156K and leaving 688 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #233.

TS Financial Group (TSFG) first reported a position in STIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $458K in Q3 2025. 324 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

TS Financial Group (TSFG) held 688 shares of iShares 0-5 Year TIPS Bond ETF worth $69K as of Q3 2026.
TS Financial Group (TSFG) sold 1,544 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $156K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q3 2026, its #233 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 8 quarters since.
TS Financial Group (TSFG)'s iShares 0-5 Year TIPS Bond ETF position peaked at $458K in Q3 2025.
324 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2026, filed 23 Oct 2026.