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	Sell	145,580 -121,067	-45%	-$12M	3.59%	5
2024 Q1	$26.4M	Sell	266,647 -1,539,438	-85%	-$152M	3.54%	7
2023 Q4	$193M	Buy	1,806,085 +128,981	+8%	+$12.6M	2.05%	5
2023 Q3	$180M	Buy	1,677,104 +1,607,982	+2,326%	+$156M	1.99%	6
2023 Q2	$31.5K	Buy	69,122 +1,608	+2%	+$158K	0.09%	112
2023 Q1	$43.1K	Buy	67,514 +40,011	+145%	+$3.91M	1.33%	13
2022 Q4	$160K	Sell	27,503 -1,988	-7%	-$193K	0.83%	24
2022 Q3	$37.2K	Sell	29,491 -31,852	-52%	-$3.19M	1.26%	14
2022 Q2	$42.4K	Buy	61,343 +31,279	+104%	+$3.23M	1.32%	14
2022 Q1	$40.9K	Sell	30,064 -17,667	-37%	-$1.86M	1.15%	12
2021 Q4	$44.7K	Buy	47,731 +4,988	+12%	+$529K	1.01%	17
2021 Q3	$4.58M	Sell	42,743 -25,491	-37%	-$2.7M	2.15%	7
2021 Q2	$7.32M	Buy	68,234 +4,625	+7%	+$491K	2.62%	5
2021 Q1	$67.6K	Buy	63,609 +22,409	+54%	+$2.36M	1.38%	7
2020 Q4	$4.3M	Buy	+41,200	New	+$4.27M	3.93%	4
2020 Q2	–	Sell	-11,139	Closed	-$207K	–	790
2020 Q1	$207K	Buy	11,139 +6,026	+118%	+$606K	0.64%	19
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 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

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 27 quarters since. The position peaked at $193M in Q4 2023. 758 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 27 quarters since.
Financial Gravity Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $193M in Q4 2023.
758 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.