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

Cary Street Partners’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 		$354K Buy
3,469
+357
+11% +$36.8K 0.01% 757
2026
Q1 		$322K Sell
3,112
-154
-5% -$15.9K 0.01% 698
2025
Q4 		$334K Buy
3,266
+593
+22% +$61K 0.01% 703
2025
Q3 		$276K Buy
2,673
+4
+0.1% +$413 0.01% 702
2025
Q2 		$275K Sell
2,669
-352
-12% -$36.1K 0.01% 682
2025
Q1 		$313K Sell
3,021
-629
-17% -$64.1K 0.01% 642
2024
Q4 		$367K Buy
+3,650
New +$368K 0.01% 568

Other funds holding STIP

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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

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

Cary Street Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, buying an estimated $36.8K and bringing the position to 3,469 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #757.

Cary Street Partners first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $367K in Q4 2024. 209 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Cary Street Partners held 3,469 shares of iShares 0-5 Year TIPS Bond ETF worth $354K as of Q2 2026.
  • Cary Street Partners bought 357 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $36.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #757 holding.
  • Cary Street Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $367K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

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