Csenge Advisory Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Csenge Advisory Group’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	$1.09M	Buy	10,631 +7,876	+286%	+$812K	0.04%	302
2026 Q1	$285K	Buy	+2,755	New	+$284K	0.01%	577
2025 Q4	–	Sell	-6,967	Closed	-$720K	–	761
2025 Q3	$720K	Sell	6,967 -11,570	-62%	-$1.19M	0.03%	361
2025 Q2	$1.9M	Buy	18,537 +2,950	+19%	+$303K	0.1%	164
2025 Q1	$1.6M	Buy	15,587 +8,366	+116%	+$852K	0.09%	178
2024 Q4	$726K	Buy	+7,221	New	+$728K	0.04%	343
2023 Q4	–	Sell	-5,848	Closed	-$567K	–	708
2023 Q3	$567K	Sell	5,848 -1,049	-15%	-$102K	0.04%	339
2023 Q2	$673K	Buy	6,897 +235	+4%	+$23.1K	0.05%	303
2023 Q1	$661K	Sell	6,662 -368	-5%	-$36K	0.05%	281
2022 Q4	$682K	Sell	7,030 -3,222	-31%	-$313K	0.05%	277
2022 Q3	$985K	Sell	10,252 -15,567	-60%	-$1.56M	0.08%	203
2022 Q2	$2.62M	Buy	25,819 +6,413	+33%	+$662K	0.22%	93
2022 Q1	$2.04M	Buy	19,406 +16,525	+574%	+$1.74M	0.16%	112
2021 Q4	$305K	Sell	2,881 -2,686	-48%	-$285K	0.03%	448
2021 Q3	$587K	Buy	5,567 +2,686	+93%	+$285K	0.05%	329
2021 Q2	$305K	Buy	+2,881	New	+$306K	0.03%	449

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Csenge Advisory Group's STIP Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 286% in Q2 2026, buying an estimated $812K and bringing the position to 10,631 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #302.

Csenge Advisory Group first reported a position in STIP in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.62M in Q2 2022. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Csenge Advisory Group held 10,631 shares of iShares 0-5 Year TIPS Bond ETF worth $1.09M as of Q2 2026.
Csenge Advisory Group bought 7,876 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $812K.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Csenge Advisory Group's portfolio in Q2 2026, its #302 holding.
Csenge Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 16 quarters since.
Csenge Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.62M in Q2 2022.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.