Cary Street Partners Investment Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cary Street Partners Investment Advisory’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	$89.9K	Buy	880 +408	+86%	+$42.1K	0.02%	516
2026 Q1	$48.8K	Buy	472 +10	+2%	+$1.03K	0.01%	546
2025 Q4	$47.3K	Sell	462 -600	-56%	-$61.8K	0.01%	520
2025 Q3	$110K	Buy	1,062 +80	+8%	+$8.25K	0.05%	349
2025 Q2	$101K	Buy	+982	New	+$101K	0.05%	321
2024 Q4	–	Sell	-4,229	Closed	-$429K	–	735
2024 Q3	$429K	Sell	4,229 -631	-13%	-$63.2K	0.02%	529
2024 Q2	$483K	Sell	4,860 -2,499	-34%	-$248K	0.02%	479
2024 Q1	$732K	Sell	7,359 -1,040	-12%	-$103K	0.03%	380
2023 Q4	$828K	Sell	8,399 -800	-9%	-$77.9K	0.04%	343
2023 Q3	$892K	Sell	9,199 -618	-6%	-$60K	0.05%	318
2023 Q2	$958K	Buy	9,817 +2,303	+31%	+$227K	0.06%	265
2023 Q1	$746K	Buy	7,514 +1,647	+28%	+$161K	0.05%	282
2022 Q4	$569K	Buy	5,867 +325	+6%	+$31.6K	0.04%	313
2022 Q3	$533K	Buy	5,542 +1,315	+31%	+$132K	0.04%	301
2022 Q2	$429K	Buy	+4,227	New	+$436K	0.04%	314

Other funds holding STIP

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Cary Street Partners Investment Advisory's STIP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 86% in Q2 2026, buying an estimated $42.1K and bringing the position to 880 shares worth $89.9K. The position accounts for 0.02% of the portfolio, ranked #516.

Cary Street Partners Investment Advisory first reported a position in STIP in Q2 2022 and has held it in 15 quarters since. The position peaked at $958K in Q2 2023. 493 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Cary Street Partners Investment Advisory held 880 shares of iShares 0-5 Year TIPS Bond ETF worth $89.9K as of Q2 2026.
Cary Street Partners Investment Advisory bought 408 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $42.1K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #516 holding.
Cary Street Partners Investment Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 15 quarters since.
Cary Street Partners Investment Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $958K in Q2 2023.
493 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.