Blueprint Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Blueprint Financial Advisors’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	–	Sell	-33,652	Closed	-$3.45M	–	113
2025 Q4	$3.45M	Sell	33,652 -6,463	-16%	-$665K	0.53%	39
2025 Q3	$4.15M	Buy	40,115 +1,324	+3%	+$137K	0.9%	34
2025 Q2	$3.99M	Sell	38,791 -11,231	-22%	-$1.15M	1.28%	22
2025 Q1	$5.18M	Buy	+50,022	New	+$5.1M	2.81%	12

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

Blueprint Financial Advisors's STIP Position: Q1 2026 in Review

Blueprint Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 33,652 shares — an estimated $3.45M sold.

Blueprint Financial Advisors first reported a position in STIP in Q1 2025 and held it in 4 quarters. The position peaked at $5.18M in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Blueprint Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Blueprint Financial Advisors sold 33,652 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.45M.
Blueprint Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and held it in 4 quarters.
Blueprint Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $5.18M in Q1 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.