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 Q3	$27.9M	Buy	279,649 +11,484	+4%	+$1.16M	5.49%	4
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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

DDFG Inc's STIP Position: Q3 2026 in Review

DDFG Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.3% in Q3 2026, buying an estimated $1.16M and bringing the position to 279,649 shares worth $27.9M. The position accounts for 5.49% of the portfolio, ranked #4.

DDFG Inc first reported a position in STIP in Q4 2022 and has held it in 11 quarters since. 411 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

DDFG Inc held 279,649 shares of iShares 0-5 Year TIPS Bond ETF worth $27.9M as of Q3 2026.
DDFG Inc bought 11,484 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $1.16M.
iShares 0-5 Year TIPS Bond ETF made up 5.49% of DDFG Inc's portfolio in Q3 2026, its #4 holding.
DDFG Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 11 quarters since.
411 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.