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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
Q2 		– Sell
-283
Closed -$29.3K – 844
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 $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Caldwell Trust's STIP Position: Q2 2026 in Review

Caldwell Trust sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 283 shares — an estimated $29.3K sold.

Caldwell Trust first reported a position in STIP in Q4 2025 and held it in 2 quarters. The position peaked at $29.3K in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Caldwell Trust reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Caldwell Trust sold 283 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $29.3K.
  • Caldwell Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
  • Caldwell Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $29.3K in Q1 2026.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.