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 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 $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

DDFG Inc's STIP Position: Q1 2026 in Review

DDFG Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3% in Q1 2026, buying an estimated $583K and bringing the position to 192,015 shares worth $19.9M. The position accounts for 4.28% of the portfolio, ranked #8.

DDFG Inc first reported a position in STIP in Q4 2022 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

DDFG Inc held 192,015 shares of iShares 0-5 Year TIPS Bond ETF worth $19.9M as of Q1 2026.
DDFG Inc bought 5,661 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $583K.
iShares 0-5 Year TIPS Bond ETF made up 4.28% of DDFG Inc's portfolio in Q1 2026, its #8 holding.
DDFG Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 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 DDFG Inc's 13F filing for Q1 2026, filed 22 Apr 2026.