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Cadent Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cadent Capital Advisors’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 		$602K Sell
6,034
-71
-1% -$7.16K 0.13% 108
2026
Q2 		$624K Buy
6,105
+295
+5% +$30.4K 0.13% 112
2026
Q1 		$601K Buy
5,810
+324
+6% +$33.4K 0.16% 95
2025
Q4 		$562K Buy
+5,486
New +$565K 0.14% 101

Other funds holding STIP

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Cadent Capital Advisors's STIP Position: Q3 2026 in Review

Cadent Capital Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.2% in Q3 2026, selling an estimated $7.16K and leaving 6,034 shares worth $602K. The position accounts for 0.13% of the portfolio, ranked #108.

Cadent Capital Advisors first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $624K in Q2 2026. 70 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Cadent Capital Advisors held 6,034 shares of iShares 0-5 Year TIPS Bond ETF worth $602K as of Q3 2026.
  • Cadent Capital Advisors sold 71 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $7.16K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of Cadent Capital Advisors's portfolio in Q3 2026, its #108 holding.
  • Cadent Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Cadent Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $624K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.