Cascade Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cascade Financial 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 Q1	$1M	Sell	9,699 -103,753	-91%	-$10.7M	0.1%	121
2025 Q4	$11.6M	Buy	113,452 +35,588	+46%	+$3.66M	1.18%	16
2025 Q3	$8.05M	Buy	77,864 +6,351	+9%	+$655K	0.92%	22
2025 Q2	$7.36M	Buy	71,513 +16,272	+29%	+$1.67M	0.88%	22
2025 Q1	$5.72M	Buy	55,241 +18,002	+48%	+$1.83M	0.72%	27
2024 Q4	$3.75M	Buy	37,239 +2,404	+7%	+$242K	0.49%	44
2024 Q3	$3.51M	Buy	34,835 +661	+2%	+$66.2K	0.44%	46
2024 Q2	$3.4M	Buy	34,174 +150	+0.4%	+$14.9K	0.45%	42
2024 Q1	$3.38M	Buy	+34,024	New	+$3.36M	0.49%	42

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cascade Financial Partners's STIP Position: Q1 2026 in Review

Cascade Financial Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 91% in Q1 2026, selling an estimated $10.7M and leaving 9,699 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #121.

Cascade Financial Partners first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.6M in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Cascade Financial Partners held 9,699 shares of iShares 0-5 Year TIPS Bond ETF worth $1M as of Q1 2026.
Cascade Financial Partners sold 103,753 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $10.7M.
iShares 0-5 Year TIPS Bond ETF made up 0.1% of Cascade Financial Partners's portfolio in Q1 2026, its #121 holding.
Cascade Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $11.6M in Q4 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.