C.M. Bidwell & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

C.M. Bidwell & Associates’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	$52.6K	Hold	515	–	–	0.02%	234
2026 Q1	$53.3K	Hold	515	–	–	0.02%	222
2025 Q4	$52.7K	Hold	515	–	–	0.02%	227
2025 Q3	$53.2K	Hold	515	–	–	0.03%	220
2025 Q2	$53K	Hold	515	–	–	0.03%	219
2025 Q1	$53.3K	Hold	515	–	–	0.03%	212
2024 Q4	$51.8K	Hold	515	–	–	0.03%	221
2024 Q3	$52.2K	Hold	515	–	–	0.03%	221
2024 Q2	$51.2K	Hold	515	–	–	0.03%	224
2024 Q1	$51.2K	Hold	515	–	–	0.03%	224
2023 Q4	$50.8K	Hold	515	–	–	0.04%	216
2023 Q3	$49.9K	Hold	515	–	–	0.04%	281
2023 Q2	$50.3K	Hold	515	–	–	0.04%	283
2023 Q1	$51.1K	Hold	515	–	–	0.04%	294
2022 Q4	$49.9K	Buy	+515	New	+$50K	0.04%	290

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

C.M. Bidwell & Associates's STIP Position: Q2 2026 in Review

C.M. Bidwell & Associates held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 515 shares worth $52.6K. The position accounts for 0.02% of the portfolio, ranked #234.

C.M. Bidwell & Associates first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.3K in Q1 2025. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

C.M. Bidwell & Associates held 515 shares of iShares 0-5 Year TIPS Bond ETF worth $52.6K as of Q2 2026.
C.M. Bidwell & Associates left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #234 holding.
C.M. Bidwell & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
C.M. Bidwell & Associates's iShares 0-5 Year TIPS Bond ETF position peaked at $53.3K in Q1 2025.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.