Creative Planning
STIP icon

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

Creative Planning’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 		$28.4M Sell
274,824
-17,345
-6% -$1.79M 0.02% 323
2025
Q4 		$29.9M Buy
292,169
+128,569
+79% +$13.2M 0.02% 291
2025
Q3 		$16.9M Sell
163,600
-7,523
-4% -$776K 0.01% 407
2025
Q2 		$17.6M Sell
171,123
-10,485
-6% -$1.08M 0.02% 367
2025
Q1 		$18.8M Sell
181,608
-2,983
-2% -$304K 0.02% 342
2024
Q4 		$18.6M Sell
184,591
-25,716
-12% -$2.59M 0.02% 311
2024
Q3 		$21.3M Sell
210,307
-16,763
-7% -$1.68M 0.02% 269
2024
Q2 		$22.6M Sell
227,070
-53,120
-19% -$5.27M 0.02% 243
2024
Q1 		$27.9M Sell
280,190
-86,865
-24% -$8.58M 0.03% 212
2023
Q4 		$36.2M Sell
367,055
-24,175
-6% -$2.36M 0.07% 163
2023
Q3 		$37.9M Buy
391,230
+22,589
+6% +$2.19M 0.05% 158
2023
Q2 		$36M Buy
368,641
+74,442
+25% +$7.32M 0.05% 151
2023
Q1 		$29.2M Buy
294,199
+17,050
+6% +$1.67M 0.04% 168
2022
Q4 		$26.9M Buy
277,149
+64,032
+30% +$6.22M 0.04% 175
2022
Q3 		$20.5M Buy
213,117
+36,023
+20% +$3.61M 0.04% 184
2022
Q2 		$18M Buy
177,094
+58,679
+50% +$6.06M 0.03% 211
2022
Q1 		$12.4M Buy
118,415
+3,260
+3% +$343K 0.02% 292
2021
Q4 		$12.2M Buy
115,155
+57,280
+99% +$6.07M 0.02% 253
2021
Q3 		$6.11M Buy
57,875
+8,076
+16% +$857K 0.01% 370
2021
Q2 		$5.29M Buy
49,799
+14,938
+43% +$1.59M 0.01% 397
2021
Q1 		$3.69M Buy
34,861
+16,104
+86% +$1.69M 0.01% 489
2020
Q4 		$1.96M Buy
18,757
+9,757
+108% +$1.01M ﹤0.01% 680
2020
Q3 		$937K Buy
9,000
+4,290
+91% +$444K ﹤0.01% 833
2020
Q2 		$482K Sell
4,710
-391
-8% -$39.7K ﹤0.01% 1054
2020
Q1 		$510K Sell
5,101
-885
-15% -$89K ﹤0.01% 934
2019
Q4 		$603K Buy
5,986
+423
+8% +$42.4K ﹤0.01% 1012
2019
Q3 		$557K Buy
5,563
+102
+2% +$10.2K ﹤0.01% 1006
2019
Q2 		$549K Buy
+5,461
New +$546K ﹤0.01% 1026
2017
Q3 		– Sell
-1,140
Closed -$114K – 3493
2017
Q2 		$114K Buy
1,140
+21
+2% +$2.12K ﹤0.01% 1895
2017
Q1 		$114K Buy
1,119
+519
+87% +$52.5K ﹤0.01% 1866
2016
Q4 		$60K Sell
600
-507
-46% -$51.1K ﹤0.01% 2246
2016
Q3 		$112K Buy
1,107
+1,002
+954% +$101K ﹤0.01% 1777
2016
Q2 		$11K Buy
+105
New +$10.6K ﹤0.01% 3205
2016
Q1 		– Sell
-61
Closed -$6K – 4513
2015
Q4 		$6K Buy
+61
New +$6.05K ﹤0.01% 3608
2014
Q4 		– Sell
-310
Closed -$31K – 4330
2014
Q3 		$31K Buy
310
+63
+26% +$6.4K ﹤0.01% 2227
2014
Q2 		$25K Buy
+247
New +$25.2K ﹤0.01% 2359

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's STIP Position: Q1 2026 in Review

Creative Planning reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.9% in Q1 2026, selling an estimated $1.79M and leaving 274,824 shares worth $28.4M. The position accounts for 0.02% of the portfolio, ranked #323.

Creative Planning first reported a position in STIP in Q2 2014 and has held it in 36 quarters since. The position peaked at $37.9M in Q3 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Creative Planning held 274,824 shares of iShares 0-5 Year TIPS Bond ETF worth $28.4M as of Q1 2026.
  • Creative Planning sold 17,345 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.79M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #323 holding.
  • Creative Planning first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2014 and has held it in 36 quarters since.
  • Creative Planning's iShares 0-5 Year TIPS Bond ETF position peaked at $37.9M in Q3 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.