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CGN Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

CGN Advisors’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 		$3.03M Buy
29,618
+4,306
+17% +$444K 0.22% 90
2026
Q1 		$2.62M Buy
25,312
+2,040
+9% +$210K 0.21% 100
2025
Q4 		$2.38M Buy
23,272
+3,569
+18% +$367K 0.19% 112
2025
Q3 		$2.04M Buy
19,703
+5,721
+41% +$590K 0.17% 122
2025
Q2 		$1.44M Buy
13,982
+8,754
+167% +$898K 0.13% 144
2025
Q1 		$541K Sell
5,228
-379
-7% -$38.6K 0.05% 211
2024
Q4 		$564K Buy
5,607
+2,086
+59% +$210K 0.05% 203
2024
Q3 		$357K Buy
3,521
+544
+18% +$54.5K 0.04% 230
2024
Q2 		$296K Buy
2,977
+116
+4% +$11.5K 0.03% 230
2024
Q1 		$285K Hold
2,861
– – 0.04% 223
2023
Q4 		$282K Sell
2,861
-123
-4% -$12K 0.04% 221
2023
Q3 		$289K Buy
+2,984
New +$290K 0.04% 216
2022
Q4 		– Sell
-2,297
Closed -$221K – 233
2022
Q3 		$221K Sell
2,297
-3,760
-62% -$377K 0.06% 218
2022
Q2 		$614K Sell
6,057
-177
-3% -$18.3K 0.17% 134
2022
Q1 		$654K Buy
6,234
+2
+0% +$211 0.16% 128
2021
Q4 		$660K Sell
6,232
-135
-2% -$14.3K 0.17% 125
2021
Q3 		$672K Buy
6,367
+5
+0.1% +$530 0.22% 109
2021
Q2 		$676K Buy
6,362
+192
+3% +$20.4K 0.21% 103
2021
Q1 		$652K Buy
6,170
+59
+1% +$6.21K 0.23% 93
2020
Q4 		$638K Buy
+6,111
New +$634K 0.26% 89

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 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
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return