Cambridge Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cambridge Capital Management’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	$787K	Buy	7,611 +596	+8%	+$61.4K	0.34%	27
2025 Q4	$718K	Buy	7,015 +563	+9%	+$58K	0.32%	28
2025 Q3	$667K	Buy	6,452 +886	+16%	+$91.4K	0.32%	28
2025 Q2	$573K	Buy	5,566 +671	+14%	+$68.8K	0.31%	27
2025 Q1	$506K	Buy	4,895 +362	+8%	+$36.9K	0.32%	28
2024 Q4	$456K	Buy	4,533 +67	+2%	+$6.75K	0.29%	29
2024 Q3	$452K	Buy	4,466 +1,123	+34%	+$112K	0.3%	26
2024 Q2	$333K	Buy	3,343 +485	+17%	+$48.1K	0.25%	28
2024 Q1	$284K	Buy	2,858 +57	+2%	+$5.63K	0.22%	30
2023 Q4	$276K	Buy	+2,801	New	+$273K	0.23%	29

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

Cambridge Capital Management's STIP Position: Q1 2026 in Review

Cambridge Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.5% in Q1 2026, buying an estimated $61.4K and bringing the position to 7,611 shares worth $787K. The position accounts for 0.34% of the portfolio, ranked #27.

Cambridge Capital Management first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Cambridge Capital Management held 7,611 shares of iShares 0-5 Year TIPS Bond ETF worth $787K as of Q1 2026.
Cambridge Capital Management bought 596 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $61.4K.
iShares 0-5 Year TIPS Bond ETF made up 0.34% of Cambridge Capital Management's portfolio in Q1 2026, its #27 holding.
Cambridge Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Cambridge Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.