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Caldwell Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Caldwell Trust’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 		$29.3K Hold
283
– – ﹤0.01% 549
2025
Q4 		$29K Buy
+283
New +$29.1K ﹤0.01% 538

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Trust's STIP Position: Q1 2026 in Review

Caldwell Trust held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 283 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Caldwell Trust first reported a position in STIP in Q4 2025 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Caldwell Trust held 283 shares of iShares 0-5 Year TIPS Bond ETF worth $29.3K as of Q1 2026.
  • Caldwell Trust 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 Caldwell Trust's portfolio in Q1 2026, its #549 holding.
  • Caldwell Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.