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RDA Financial Network’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

RDA Financial Network’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 		$1.25M Sell
12,227
-628
-5% -$64.8K 0.27% 87
2026
Q1 		$1.33M Buy
12,855
+142
+1% +$14.6K 0.33% 88
2025
Q4 		$1.3M Buy
12,713
+5
+0% +$515 0.31% 93
2025
Q3 		$1.31M Sell
12,708
-1,566
-11% -$162K 0.32% 95
2025
Q2 		$1.47M Sell
14,274
-906
-6% -$92.9K 0.4% 79
2025
Q1 		$1.57M Sell
15,180
-1,668
-10% -$170K 0.47% 71
2024
Q4 		$1.69M Sell
16,848
-20,892
-55% -$2.11M 0.49% 63
2024
Q3 		$3.82M Buy
37,740
+466
+1% +$46.7K 1.19% 19
2024
Q2 		$3.71M Sell
37,274
-3,341
-8% -$331K 1.22% 17
2024
Q1 		$4.04M Buy
40,615
+588
+1% +$58.1K 1.38% 16
2023
Q4 		$3.95M Sell
40,027
-1,931
-5% -$188K 1.5% 16
2023
Q3 		$4.07M Buy
41,958
+4,454
+12% +$433K 1.76% 10
2023
Q2 		$3.66M Buy
37,504
+265
+0.7% +$26.1K 1.54% 13
2023
Q1 		$3.7M Sell
37,239
-356
-0.9% -$34.8K 1.69% 9
2022
Q4 		$3.65M Buy
37,595
+11,061
+42% +$1.07M 1.83% 9
2022
Q3 		$2.55M Sell
26,534
-1,189
-4% -$119K 1.39% 16
2022
Q2 		$2.81M Sell
27,723
-794
-3% -$82K 1.42% 15
2022
Q1 		$2.99M Buy
28,517
+2,161
+8% +$228K 1.26% 19
2021
Q4 		$2.79M Buy
26,356
+524
+2% +$55.5K 1.14% 26
2021
Q3 		$2.73M Sell
25,832
-129
-0.5% -$13.7K 1.2% 25
2021
Q2 		$2.76M Sell
25,961
-165
-0.6% -$17.5K 1.22% 24
2021
Q1 		$2.76M Sell
26,126
-99
-0.4% -$10.4K 1.18% 20
2020
Q4 		$2.74M Sell
26,225
-10,208
-28% -$1.06M 1.23% 15
2020
Q3 		$3.79M Sell
36,433
-3,904
-10% -$404K 1.72% 11
2020
Q2 		$4.13M Sell
40,337
-944
-2% -$95.8K 2.06% 9
2020
Q1 		$4.12M Buy
41,281
+3,182
+8% +$320K 2.49% 6
2019
Q4 		$3.85M Buy
38,099
+540
+1% +$54.2K 1.57% 10
2019
Q3 		$3.77M Buy
37,559
+1
+0% +$100 1.61% 10
2019
Q2 		$3.75M Buy
37,558
+2,253
+6% +$225K 1.69% 9
2019
Q1 		$3.52M Buy
+35,305
New +$3.49M 1.66% 9

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

RDA Financial Network's STIP Position: Q2 2026 in Review

RDA Financial Network reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.9% in Q2 2026, selling an estimated $64.8K and leaving 12,227 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #87.

RDA Financial Network first reported a position in STIP in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.13M in Q2 2020. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • RDA Financial Network held 12,227 shares of iShares 0-5 Year TIPS Bond ETF worth $1.25M as of Q2 2026.
  • RDA Financial Network sold 628 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $64.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.27% of RDA Financial Network's portfolio in Q2 2026, its #87 holding.
  • RDA Financial Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's iShares 0-5 Year TIPS Bond ETF position peaked at $4.13M in Q2 2020.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.