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Cardinal Strategic Wealth Guidance’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$693K Buy
+6,785
New +$700K 0.16% 34
2022
Q4 		– Sell
-93
Closed -$9K – 98
2022
Q3 		$9K Hold
93
– – ﹤0.01% 71
2022
Q2 		$9K Sell
93
-60
-39% -$6.2K ﹤0.01% 80
2022
Q1 		$16K Buy
+153
New +$16.1K 0.01% 85

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

Cardinal Strategic Wealth Guidance's STIP Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 6,785 shares worth $693K. The stake represents 0.16% of the portfolio and ranks #34 among its holdings. This is a return to the name: Cardinal Strategic Wealth Guidance previously reported a position in STIP as recently as Q3 2022.

Cardinal Strategic Wealth Guidance first reported a position in STIP in Q1 2022 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 6,785 shares of iShares 0-5 Year TIPS Bond ETF worth $693K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Cardinal Strategic Wealth Guidance position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.16% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #34 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.