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 Q2	$5.62M	Buy	54,997 +5,726	+12%	+$591K	0.89%	31
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 $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

D.L. Carlson Investment Group's STIP Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, buying an estimated $591K and bringing the position to 54,997 shares worth $5.62M. The position accounts for 0.89% of the portfolio, ranked #31.

D.L. Carlson Investment Group first reported a position in STIP in Q2 2023 and has held it in 10 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

D.L. Carlson Investment Group held 54,997 shares of iShares 0-5 Year TIPS Bond ETF worth $5.62M as of Q2 2026.
D.L. Carlson Investment Group bought 5,726 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $591K.
iShares 0-5 Year TIPS Bond ETF made up 0.89% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #31 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 10 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.