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

Cassilly 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
Q3 		$561K Buy
5,625
+1,061
+23% +$107K 0.38% 47
2026
Q2 		$466K Buy
+4,564
New +$471K 0.34% 48

Other funds holding STIP

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Cassilly Financial Group's STIP Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 23% in Q3 2026, buying an estimated $107K and bringing the position to 5,625 shares worth $561K. The position accounts for 0.38% of the portfolio, ranked #47.

Cassilly Financial Group first reported a position in STIP in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Cassilly Financial Group held 5,625 shares of iShares 0-5 Year TIPS Bond ETF worth $561K as of Q3 2026.
  • Cassilly Financial Group bought 1,061 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $107K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.38% of Cassilly Financial Group's portfolio in Q3 2026, its #47 holding.
  • Cassilly Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.