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CFS Investment Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

CFS Investment Advisory Services’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 		$4.32M Buy
42,646
+12,747
+43% +$1.31M 0.29% 70
2026
Q1 		$3.1M Sell
29,899
-7,713
-21% -$794K 0.21% 92
2025
Q4 		$3.85M Sell
37,612
-19,107
-34% -$1.97M 0.28% 74
2025
Q3 		$5.87M Buy
56,719
+1,197
+2% +$123K 0.44% 56
2025
Q2 		$5.71M Buy
55,522
+20,687
+59% +$2.12M 0.47% 50
2025
Q1 		$3.6M Buy
34,835
+68
+0.2% +$6.93K 0.32% 69
2024
Q4 		$3.5M Buy
34,767
+2,446
+8% +$247K 0.31% 68
2024
Q3 		$3.27M Sell
32,321
-86
-0.3% -$8.61K 0.28% 68
2024
Q2 		$3.22M Buy
32,407
+180
+0.6% +$17.9K 0.26% 71
2024
Q1 		$3.2M Sell
32,227
-507
-2% -$50.1K 0.54% 33
2023
Q4 		$3.23M Buy
32,734
+6,408
+24% +$624K 0.58% 31
2023
Q3 		$2.55M Buy
26,326
+3,251
+14% +$316K 0.41% 48
2023
Q2 		$2.25M Buy
23,075
+1,445
+7% +$142K 0.29% 67
2023
Q1 		$2.15M Buy
21,630
+3,087
+17% +$302K 0.39% 42
2022
Q4 		$1.8M Sell
18,543
-75,453
-80% -$7.33M 0.41% 36
2022
Q3 		$1K Buy
+93,996
New +$9.41M ﹤0.01% 214

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

CFS Investment Advisory Services's STIP Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 43% in Q2 2026, buying an estimated $1.31M and bringing the position to 42,646 shares worth $4.32M. The position accounts for 0.29% of the portfolio, ranked #70.

CFS Investment Advisory Services first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.87M in Q3 2025. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • CFS Investment Advisory Services held 42,646 shares of iShares 0-5 Year TIPS Bond ETF worth $4.32M as of Q2 2026.
  • CFS Investment Advisory Services bought 12,747 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.31M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.29% of CFS Investment Advisory Services's portfolio in Q2 2026, its #70 holding.
  • CFS Investment Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • CFS Investment Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $5.87M in Q3 2025.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.