Blankinship & Foster’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Blankinship & Foster’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	$438K	Sell	4,397 -251	-5%	-$25.3K	0.09%	50
2026 Q2	$475K	Buy	4,648 +48	+1%	+$4.95K	0.1%	51
2026 Q1	$476K	Buy	4,600 +1,720	+60%	+$177K	0.11%	48
2025 Q4	$295K	Buy	2,880 +465	+19%	+$47.9K	0.06%	59
2025 Q3	$250K	Buy	2,415 +21	+0.9%	+$2.17K	0.05%	68
2025 Q2	$246K	Buy	+2,394	New	+$246K	0.06%	69

Other funds holding STIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Ritholtz Wealth Management New York $6.96B AUM 24% 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

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Blankinship & Foster's STIP Position: Q3 2026 in Review

Blankinship & Foster reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.4% in Q3 2026, selling an estimated $25.3K and leaving 4,397 shares worth $438K. The position accounts for 0.09% of the portfolio, ranked #50.

Blankinship & Foster first reported a position in STIP in Q2 2025 and has held it in 6 quarters since. The position peaked at $476K in Q1 2026. 516 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Blankinship & Foster held 4,397 shares of iShares 0-5 Year TIPS Bond ETF worth $438K as of Q3 2026.
Blankinship & Foster sold 251 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $25.3K.
iShares 0-5 Year TIPS Bond ETF made up 0.09% of Blankinship & Foster's portfolio in Q3 2026, its #50 holding.
Blankinship & Foster first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 6 quarters since.
Blankinship & Foster's iShares 0-5 Year TIPS Bond ETF position peaked at $476K in Q1 2026.
516 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Blankinship & Foster's 13F filing for Q3 2026, filed 19 Oct 2026.