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Abacus Planning Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Abacus Planning 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 		$72.1M Buy
705,445
+103,157
+17% +$10.6M 8.91% 3
2026
Q1 		$62.3M Buy
602,288
+56,690
+10% +$5.84M 8.39% 3
2025
Q4 		$55.9M Buy
545,598
+76,433
+16% +$7.87M 7.44% 3
2025
Q3 		$48.5M Buy
469,165
+124,335
+36% +$12.8M 6.69% 3
2025
Q2 		$35.5M Buy
344,830
+41,670
+14% +$4.27M 5.28% 5
2025
Q1 		$31.4M Buy
303,160
+16,641
+6% +$1.7M 5.49% 4
2024
Q4 		$28.8M Buy
286,519
+23,535
+9% +$2.37M 5.07% 4
2024
Q3 		$26.6M Buy
262,984
+19,436
+8% +$1.95M 4.76% 5
2024
Q2 		$24.2M Buy
243,548
+19,274
+9% +$1.91M 4.7% 6
2024
Q1 		$22.3M Buy
224,274
+27,925
+14% +$2.76M 4.36% 6
2023
Q4 		$19.4M Buy
+196,349
New +$19.1M 4.08% 8

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

Abacus Planning Group's STIP Position: Q2 2026 in Review

Abacus Planning Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 17% in Q2 2026, buying an estimated $10.6M and bringing the position to 705,445 shares worth $72.1M. The position accounts for 8.91% of the portfolio, ranked #3.

Abacus Planning Group first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Abacus Planning Group held 705,445 shares of iShares 0-5 Year TIPS Bond ETF worth $72.1M as of Q2 2026.
  • Abacus Planning Group bought 103,157 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $10.6M.
  • iShares 0-5 Year TIPS Bond ETF made up 8.91% of Abacus Planning Group's portfolio in Q2 2026, its #3 holding.
  • Abacus Planning Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.