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Creative Financial Designs’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Creative Financial Designs’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 		$2.64M Sell
25,819
-22,312
-46% -$2.3M 0.13% 151
2026
Q1 		$4.98M Sell
48,131
-8,041
-14% -$828K 0.3% 77
2025
Q4 		$5.75M Buy
56,172
+835
+2% +$86K 0.36% 63
2025
Q3 		$5.72M Buy
55,337
+2,778
+5% +$287K 0.38% 60
2025
Q2 		$5.41M Buy
52,559
+32,494
+162% +$3.33M 0.39% 59
2025
Q1 		$2.08M Buy
20,065
+1,235
+7% +$126K 0.17% 114
2024
Q4 		$1.89M Buy
18,830
+2,467
+15% +$249K 0.15% 124
2024
Q3 		$1.66M Buy
16,363
+649
+4% +$65K 0.14% 136
2024
Q2 		$1.56M Buy
15,714
+266
+2% +$26.4K 0.14% 130
2024
Q1 		$1.54M Buy
15,448
+314
+2% +$31K 0.15% 126
2023
Q4 		$1.49M Sell
15,134
-200
-1% -$19.5K 0.15% 122
2023
Q3 		$1.49M Buy
15,334
+2,101
+16% +$204K 0.17% 107
2023
Q2 		$1.29M Buy
13,233
+12,979
+5,110% +$1.28M 0.15% 124
2023
Q1 		$25.3K Sell
254
-387
-60% -$37.8K ﹤0.01% 755
2022
Q4 		$62.1K Sell
641
-266,380
-100% -$25.9M 0.01% 534
2022
Q3 		$25.7M Buy
267,021
+264,508
+10,526% +$26.5M 4.19% 1
2022
Q2 		$255K Buy
2,513
+1,617
+180% +$167K 0.04% 257
2022
Q1 		$94K Buy
896
+188
+27% +$19.8K 0.01% 438
2021
Q4 		$75K Hold
708
– – 0.01% 498
2021
Q3 		$75K Buy
+708
New +$75.1K 0.01% 511

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Creative Financial Designs's STIP Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 46% in Q2 2026, selling an estimated $2.3M and leaving 25,819 shares worth $2.64M. The position accounts for 0.13% of the portfolio, ranked #151.

Creative Financial Designs first reported a position in STIP in Q3 2021 and has held it in 20 quarters since. The position peaked at $25.7M in Q3 2022. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Creative Financial Designs held 25,819 shares of iShares 0-5 Year TIPS Bond ETF worth $2.64M as of Q2 2026.
  • Creative Financial Designs sold 22,312 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $2.3M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of Creative Financial Designs's portfolio in Q2 2026, its #151 holding.
  • Creative Financial Designs first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Creative Financial Designs's iShares 0-5 Year TIPS Bond ETF position peaked at $25.7M in Q3 2022.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.