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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
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
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

Csenge Advisory Group's STIP Position: Q1 2026 in Review

Csenge Advisory Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 2,755 shares worth $285K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in STIP as recently as Q3 2025.

Csenge Advisory Group first reported a position in STIP in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.62M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Csenge Advisory Group held 2,755 shares of iShares 0-5 Year TIPS Bond ETF worth $285K as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Csenge Advisory Group position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #577 holding.
  • Csenge Advisory Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • Csenge Advisory Group's iShares 0-5 Year TIPS Bond ETF position peaked at $2.62M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.