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Financial Gravity Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial Gravity Asset Management’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 		$19.3M Buy
186,235
+5,803
+3% +$597K 3.43% 6
2025
Q4 		$18.5M Buy
180,432
+14,600
+9% +$1.5M 3.56% 5
2025
Q3 		$17.1M Buy
+165,832
New +$17.1M 3.39% 6
2025
Q1 		$15.8M Buy
+152,982
New +$15.6M 3.45% 4
2024
Q2 		$14.4M Buy
145,580
+16,878
+13% +$1.67M 3.59% 5
2024
Q1 		$12.7M Sell
128,702
-279
-0.2% -$27.6K 3.57% 7
2023
Q4 		$12.7M Buy
+128,981
New +$12.6M 3.57% 7
2021
Q3 		$4.58M Sell
42,743
-25,491
-37% -$2.7M 2.15% 7
2021
Q2 		$7.32M Buy
+68,234
New +$7.25M 2.62% 5
2020
Q4 		$4.3M Buy
+41,200
New +$4.27M 3.93% 4
2019
Q4 		$101K Sell
5,113
-2,966
-37% -$298K 0.07% 316
2019
Q3 		$809K Sell
8,079
-2,551
-24% -$256K 0.7% 32
2019
Q2 		$1.07M Sell
10,630
-3,202
-23% -$320K 0.88% 27
2019
Q1 		$1.38M Buy
+13,832
New +$1.37M 1.11% 20
2018
Q3 		$73K Buy
745
+336
+82% +$33.3K 0.08% 253
2018
Q2 		$40K Sell
409
-362
-47% -$36K 0.04% 380
2018
Q1 		$77K Buy
+771
New +$76.9K 0.08% 227

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.41B AUM 22.53% 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

Financial Gravity Asset Management's STIP Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.2% in Q1 2026, buying an estimated $597K and bringing the position to 186,235 shares worth $19.3M. The position accounts for 3.43% of the portfolio, ranked #6.

Financial Gravity Asset Management first reported a position in STIP in Q1 2018 and has held it in 17 quarters since. 762 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Financial Gravity Asset Management held 186,235 shares of iShares 0-5 Year TIPS Bond ETF worth $19.3M as of Q1 2026.
  • Financial Gravity Asset Management bought 5,803 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $597K.
  • iShares 0-5 Year TIPS Bond ETF made up 3.43% of Financial Gravity Asset Management's portfolio in Q1 2026, its #6 holding.
  • Financial Gravity Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 17 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.