D.L. Carlson Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

D.L. Carlson Investment 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	$5.1M	Buy	+49,271	New	+$5.07M	0.88%	32
2025 Q4	–	Sell	-14,272	Closed	-$1.48M	–	141
2025 Q3	$1.48M	Buy	+14,272	New	+$1.47M	0.25%	82
2025 Q2	–	Sell	-36,510	Closed	-$3.78M	–	140
2025 Q1	$3.78M	Buy	36,510 +33,245	+1,018%	+$3.39M	0.73%	36
2024 Q4	$328K	Buy	+3,265	New	+$329K	0.06%	126
2024 Q3	–	Sell	-17,928	Closed	-$1.78M	–	159
2024 Q2	$1.78M	Buy	17,928 +3,168	+21%	+$314K	0.34%	81
2024 Q1	$1.47M	Buy	14,760 +75	+0.5%	+$7.41K	0.29%	85
2023 Q4	$1.45M	Buy	14,685 +295	+2%	+$28.7K	0.29%	79
2023 Q3	$1.39M	Buy	14,390 +1,263	+10%	+$123K	0.28%	80
2023 Q2	$1.28M	Buy	+13,127	New	+$1.29M	0.24%	86

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.L. Carlson Investment Group's STIP Position: Q1 2026 in Review

D.L. Carlson Investment Group opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 49,271 shares worth $5.1M. The stake represents 0.88% of the portfolio and ranks #32 among its holdings. This is a return to the name: D.L. Carlson Investment Group previously reported a position in STIP as recently as Q3 2025.

D.L. Carlson Investment Group first reported a position in STIP in Q2 2023 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

D.L. Carlson Investment Group held 49,271 shares of iShares 0-5 Year TIPS Bond ETF worth $5.1M as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new D.L. Carlson Investment Group position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.88% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #32 holding.
D.L. Carlson Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2023 and has held it in 9 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.