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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
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 $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

Cardiff Park Advisors's STIP Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 13,200 shares worth $1.37M. The position accounts for 0.11% of the portfolio, ranked #94.

Cardiff Park Advisors first reported a position in STIP in Q4 2021 and has held it in 18 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Cardiff Park Advisors held 13,200 shares of iShares 0-5 Year TIPS Bond ETF worth $1.37M as of Q1 2026.
  • Cardiff Park Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Cardiff Park Advisors's portfolio in Q1 2026, its #94 holding.
  • Cardiff Park Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.