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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Financial Designs's STIP Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q1 2026, selling an estimated $828K and leaving 48,131 shares worth $4.98M. The position accounts for 0.3% of the portfolio, ranked #77.

Creative Financial Designs first reported a position in STIP in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.7M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Creative Financial Designs held 48,131 shares of iShares 0-5 Year TIPS Bond ETF worth $4.98M as of Q1 2026.
  • Creative Financial Designs sold 8,041 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $828K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.3% of Creative Financial Designs's portfolio in Q1 2026, its #77 holding.
  • Creative Financial Designs first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Creative Financial Designs's iShares 0-5 Year TIPS Bond ETF position peaked at $25.7M in Q3 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.