CPP
STIP icon

Capasso Planning Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Capasso Planning Partners’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 		$1.94M Buy
18,995
+64
+0.3% +$6.6K 0.97% 20
2026
Q1 		$1.96M Buy
18,931
+18
+0.1% +$1.85K 1.06% 20
2025
Q4 		$1.94M Buy
18,913
+10,344
+121% +$1.06M 1.06% 19
2025
Q3 		$886K Sell
8,569
-1,135
-12% -$117K 0.54% 27
2025
Q2 		$999K Sell
9,704
-1,319
-12% -$135K 0.56% 31
2025
Q1 		$1.14M Sell
11,023
-1,074
-9% -$109K 0.48% 39
2024
Q4 		$1.22M Sell
12,097
-3,030
-20% -$305K 0.49% 42
2024
Q3 		$1.53M Buy
15,127
+142
+0.9% +$14.2K 0.45% 43
2024
Q2 		$1.49M Sell
14,985
-1,245
-8% -$124K 0.48% 48
2024
Q1 		$1.61M Sell
16,230
-1,235
-7% -$122K 0.67% 30
2023
Q4 		$1.72M Sell
17,465
-16,882
-49% -$1.64M 0.8% 26
2023
Q3 		$3.33M Sell
34,347
-2,462
-7% -$239K 1.78% 14
2023
Q2 		$3.59M Sell
36,809
-1,826
-5% -$180K 1.93% 14
2023
Q1 		$3.83M Sell
38,635
-767
-2% -$75K 2.25% 12
2022
Q4 		$3.82M Sell
39,402
-1,226
-3% -$119K 2.43% 11
2022
Q3 		$3.9M Sell
40,628
-1,696
-4% -$170K 2.73% 10
2022
Q2 		$4.29M Buy
42,324
+3,548
+9% +$366K 3.05% 10
2022
Q1 		$4.07M Buy
38,776
+7,068
+22% +$744K 2.87% 8
2021
Q4 		$3.36M Buy
+31,708
New +$3.36M 2.45% 11

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

Capasso Planning Partners's STIP Position: Q2 2026 in Review

Capasso Planning Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.34% in Q2 2026, buying an estimated $6.6K and bringing the position to 18,995 shares worth $1.94M. The position accounts for 0.97% of the portfolio, ranked #20.

Capasso Planning Partners first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.29M in Q2 2022. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Capasso Planning Partners held 18,995 shares of iShares 0-5 Year TIPS Bond ETF worth $1.94M as of Q2 2026.
  • Capasso Planning Partners bought 64 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.6K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.97% of Capasso Planning Partners's portfolio in Q2 2026, its #20 holding.
  • Capasso Planning Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $4.29M in Q2 2022.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.