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Cardiff Park Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cardiff Park 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
Q2 		$1.36M Buy
13,292
+92
+0.7% +$9.49K 0.11% 95
2026
Q1 		$1.37M Hold
13,200
– – 0.11% 94
2025
Q4 		$1.35M Buy
13,200
+1,034
+8% +$106K 0.11% 95
2025
Q3 		$1.26M Buy
12,166
+7,374
+154% +$761K 0.1% 109
2025
Q2 		$493K Sell
4,792
-724
-13% -$74.3K 0.04% 169
2025
Q1 		$571K Buy
5,516
+6
+0.1% +$611 0.06% 148
2024
Q4 		$554K Buy
5,510
+30
+0.5% +$3.02K 0.05% 154
2024
Q3 		$555K Sell
5,480
-263
-5% -$26.3K 0.05% 155
2024
Q2 		$571K Buy
5,743
+78
+1% +$7.74K 0.05% 143
2024
Q1 		$563K Hold
5,665
– – 0.05% 154
2023
Q4 		$559K Buy
5,665
+45
+0.8% +$4.38K 0.06% 143
2023
Q3 		$545K Buy
5,620
+58
+1% +$5.63K 0.07% 135
2023
Q2 		$543K Buy
5,562
+507
+10% +$49.9K 0.07% 138
2023
Q1 		$502K Sell
5,055
-2,184
-30% -$213K 0.07% 140
2022
Q4 		$702K Sell
7,239
-4,849
-40% -$471K 0.1% 111
2022
Q3 		$1.16M Buy
12,088
+3,108
+35% +$311K 0.18% 72
2022
Q2 		$911K Buy
8,980
+4,847
+117% +$500K 0.14% 89
2022
Q1 		$434K Buy
4,133
+12
+0.3% +$1.26K 0.06% 154
2021
Q4 		$436K Buy
+4,121
New +$437K 0.06% 151

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

Cardiff Park Advisors's STIP Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.7% in Q2 2026, buying an estimated $9.49K and bringing the position to 13,292 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #95.

Cardiff Park Advisors first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2026. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Cardiff Park Advisors held 13,292 shares of iShares 0-5 Year TIPS Bond ETF worth $1.36M as of Q2 2026.
  • Cardiff Park Advisors bought 92 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $9.49K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Cardiff Park Advisors's portfolio in Q2 2026, its #95 holding.
  • Cardiff Park Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.37M in Q1 2026.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.