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Curbstone Financial Management Corp’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Curbstone Financial Management Corp’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 		$1.05M Buy
10,300
+50
+0.5% +$5.16K 0.18% 114
2026
Q1 		$1.06M Hold
10,250
– – 0.2% 104
2025
Q4 		$1.05M Sell
10,250
-800
-7% -$82.4K 0.2% 101
2025
Q3 		$1.14M Hold
11,050
– – 0.22% 101
2025
Q2 		$1.14M Sell
11,050
-1,700
-13% -$174K 0.23% 96
2025
Q1 		$1.32M Hold
12,750
– – 0.28% 86
2024
Q4 		$1.28M Sell
12,750
-800
-6% -$80.6K 0.27% 91
2024
Q3 		$1.37M Sell
13,550
-550
-4% -$55.1K 0.29% 86
2024
Q2 		$1.4M Sell
14,100
-4,350
-24% -$432K 0.3% 84
2024
Q1 		$1.83M Sell
18,450
-3,850
-17% -$380K 0.4% 65
2023
Q4 		$2.2M Sell
22,300
-5,640
-20% -$550K 0.5% 52
2023
Q3 		$2.71M Hold
27,940
– – 0.67% 39
2023
Q2 		$2.73M Sell
27,940
-4,000
-13% -$393K 0.65% 40
2023
Q1 		$3.17M Buy
31,940
+250
+0.8% +$24.4K 0.77% 34
2022
Q4 		$3.07M Hold
31,690
– – 0.77% 38
2022
Q3 		$3.05M Sell
31,690
-1,000
-3% -$100K 0.76% 34
2022
Q2 		$3.32M Sell
32,690
-2,850
-8% -$294K 0.77% 34
2022
Q1 		$3.73M Buy
35,540
+5,190
+17% +$546K 0.69% 38
2021
Q4 		$3.21M Buy
30,350
+5,400
+22% +$572K 0.57% 49
2021
Q3 		$2.63M Buy
24,950
+2,750
+12% +$292K 0.5% 56
2021
Q2 		$2.36M Buy
22,200
+4,100
+23% +$435K 0.44% 63
2021
Q1 		$1.91M Buy
18,100
+13,550
+298% +$1.43M 0.38% 69
2020
Q4 		$475K Buy
+4,550
New +$472K 0.1% 161

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

Curbstone Financial Management Corp's STIP Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.49% in Q2 2026, buying an estimated $5.16K and bringing the position to 10,300 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #114.

Curbstone Financial Management Corp first reported a position in STIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.73M in Q1 2022. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Curbstone Financial Management Corp held 10,300 shares of iShares 0-5 Year TIPS Bond ETF worth $1.05M as of Q2 2026.
  • Curbstone Financial Management Corp bought 50 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $5.16K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.18% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #114 holding.
  • Curbstone Financial Management Corp first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Curbstone Financial Management Corp's iShares 0-5 Year TIPS Bond ETF position peaked at $3.73M in Q1 2022.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.