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City State Bank’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

City State Bank’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 		$6.49M Buy
63,568
+2,428
+4% +$250K 1.49% 18
2026
Q1 		$6.32M Buy
61,140
+1,809
+3% +$186K 1.64% 14
2025
Q4 		$6.07M Sell
59,331
-412
-0.7% -$42.4K 1.66% 17
2025
Q3 		$6.18M Sell
59,743
-2,730
-4% -$282K 1.78% 16
2025
Q2 		$6.43M Sell
62,473
-2,270
-4% -$233K 2.02% 14
2025
Q1 		$6.7M Buy
64,743
+5,770
+10% +$588K 2.21% 13
2024
Q4 		$5.93M Buy
58,973
+1,200
+2% +$121K 2.09% 12
2024
Q3 		$5.85M Buy
57,773
+946
+2% +$94.8K 2.13% 11
2024
Q2 		$5.65M Buy
56,827
+673
+1% +$66.8K 2.31% 7
2024
Q1 		$5.58M Sell
56,154
-480
-0.8% -$47.4K 2.47% 5
2023
Q4 		$5.58M Sell
56,634
-27,701
-33% -$2.7M 2.8% 3
2023
Q3 		$8.17M Sell
84,335
-625
-0.7% -$60.7K 4.5% 2
2023
Q2 		$8.29M Buy
84,960
+4,585
+6% +$451K 4.47% 2
2023
Q1 		$7.98M Buy
80,375
+4,455
+6% +$435K 4.56% 2
2022
Q4 		$7.36M Buy
75,920
+3,655
+5% +$355K 4.53% 2
2022
Q3 		$6.95M Buy
72,265
+5,630
+8% +$564K 4.86% 2
2022
Q2 		$6.76M Buy
66,635
+525
+0.8% +$54.2K 4.71% 2
2022
Q1 		$6.94M Buy
66,110
+21,960
+50% +$2.31M 4.19% 2
2021
Q4 		$4.67M Buy
+44,150
New +$4.68M 2.88% 2

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
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

City State Bank's STIP Position: Q2 2026 in Review

City State Bank increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4% in Q2 2026, buying an estimated $250K and bringing the position to 63,568 shares worth $6.49M. The position accounts for 1.49% of the portfolio, ranked #18.

City State Bank first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.29M in Q2 2023. 391 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • City State Bank held 63,568 shares of iShares 0-5 Year TIPS Bond ETF worth $6.49M as of Q2 2026.
  • City State Bank bought 2,428 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $250K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.49% of City State Bank's portfolio in Q2 2026, its #18 holding.
  • City State Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • City State Bank's iShares 0-5 Year TIPS Bond ETF position peaked at $8.29M in Q2 2023.
  • 391 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.