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Carr Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Carr Financial Group’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 		$3.05M Buy
29,897
+5,390
+22% +$556K 0.7% 33
2026
Q1 		$2.53M Sell
24,507
-500
-2% -$51.5K 0.67% 31
2025
Q4 		$2.56M Buy
25,007
+1,060
+4% +$109K 0.68% 29
2025
Q3 		$2.48M Buy
23,947
+9,402
+65% +$970K 0.68% 28
2025
Q2 		$1.5M Buy
14,545
+499
+4% +$51.2K 0.44% 44
2025
Q1 		$1.45M Buy
14,046
+20
+0.1% +$2.04K 0.48% 44
2024
Q4 		$1.41M Buy
14,026
+85
+0.6% +$8.57K 0.44% 47
2024
Q3 		$1.41M Buy
13,941
+87
+0.6% +$8.71K 0.41% 48
2024
Q2 		$1.38M Buy
13,854
+89
+0.6% +$8.83K 0.44% 42
2024
Q1 		$1.37M Sell
13,765
-48
-0.3% -$4.74K 0.46% 42
2023
Q4 		$1.36M Sell
13,813
-524
-4% -$51.1K 0.5% 40
2023
Q3 		$1.4M Sell
14,337
-6,441
-31% -$626K 0.55% 34
2023
Q2 		$2.03M Sell
20,778
-600
-3% -$59K 0.81% 25
2023
Q1 		$2.12M Sell
21,378
-430
-2% -$42K 0.93% 22
2022
Q4 		$2.11M Buy
+21,808
New +$2.12M 1.11% 19

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

Carr Financial Group's STIP Position: Q2 2026 in Review

Carr Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 22% in Q2 2026, buying an estimated $556K and bringing the position to 29,897 shares worth $3.05M. The position accounts for 0.7% of the portfolio, ranked #33.

Carr Financial Group first reported a position in STIP in Q4 2022 and has held it in 15 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Carr Financial Group held 29,897 shares of iShares 0-5 Year TIPS Bond ETF worth $3.05M as of Q2 2026.
  • Carr Financial Group bought 5,390 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $556K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.7% of Carr Financial Group's portfolio in Q2 2026, its #33 holding.
  • Carr Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.