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 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 $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

TS Financial Group (TSFG)'s STIP Position: Q1 2026 in Review

TS Financial Group (TSFG) held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 140 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

TS Financial Group (TSFG) first reported a position in STIP in Q3 2024 and has held it in 6 quarters since. The position peaked at $458K in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

TS Financial Group (TSFG) held 140 shares of iShares 0-5 Year TIPS Bond ETF worth $14K as of Q1 2026.
TS Financial Group (TSFG) left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #532 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 6 quarters since.
TS Financial Group (TSFG)'s iShares 0-5 Year TIPS Bond ETF position peaked at $458K in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.