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Cathy Pareto & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cathy Pareto & Associates’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 		$324K Buy
3,173
+58
+2% +$5.98K 0.19% 75
2026
Q1 		$322K Buy
+3,115
New +$321K 0.22% 70

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

Cathy Pareto & Associates's STIP Position: Q2 2026 in Review

Cathy Pareto & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q2 2026, buying an estimated $5.98K and bringing the position to 3,173 shares worth $324K. The position accounts for 0.19% of the portfolio, ranked #75.

Cathy Pareto & Associates first reported a position in STIP in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Cathy Pareto & Associates held 3,173 shares of iShares 0-5 Year TIPS Bond ETF worth $324K as of Q2 2026.
  • Cathy Pareto & Associates bought 58 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.98K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.19% of Cathy Pareto & Associates's portfolio in Q2 2026, its #75 holding.
  • Cathy Pareto & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.