DDFG Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

DDFG Inc’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	$27.4M	Buy	268,165 +76,150	+40%	+$7.85M	5.44%	5
2026 Q1	$19.9M	Buy	192,015 +5,661	+3%	+$583K	4.28%	8
2025 Q4	$19.1M	Buy	186,354 +5,656	+3%	+$582K	4.18%	9
2025 Q3	$18.7M	Buy	180,698 +15,519	+9%	+$1.6M	4.31%	9
2025 Q2	$17M	Buy	+165,179	New	+$16.9M	4.28%	9
2024 Q1	–	Sell	-41,439	Closed	-$4.09M	–	79
2023 Q4	$4.09M	Sell	41,439 -389	-0.9%	-$37.9K	1.38%	19
2023 Q3	$4.05M	Sell	41,828 -7,879	-16%	-$766K	1.49%	19
2023 Q2	$4.85M	Buy	49,707 +848	+2%	+$83.4K	1.79%	17
2023 Q1	$4.85M	Buy	48,859 +2,469	+5%	+$241K	1.88%	15
2022 Q4	$4.5M	Buy	+46,390	New	+$4.51M	1.86%	17

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

DDFG Inc's STIP Position: Q2 2026 in Review

DDFG Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 40% in Q2 2026, buying an estimated $7.85M and bringing the position to 268,165 shares worth $27.4M. The position accounts for 5.44% of the portfolio, ranked #5.

DDFG Inc first reported a position in STIP in Q4 2022 and has held it in 10 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

DDFG Inc held 268,165 shares of iShares 0-5 Year TIPS Bond ETF worth $27.4M as of Q2 2026.
DDFG Inc bought 76,150 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $7.85M.
iShares 0-5 Year TIPS Bond ETF made up 5.44% of DDFG Inc's portfolio in Q2 2026, its #5 holding.
DDFG Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 10 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.