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

Financial Gravity Companies’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	$19.2M	Buy	+188,071	New	+$19.4M	3.12%	10
2025 Q2	$16.7M	Buy	+162,378	New	+$16.7M	3.28%	5
2024 Q4	$14.7M	Buy	145,902 +4,208	+3%	+$424K	3.35%	5
2024 Q3	$14.4M	Buy	+141,694	New	+$14.2M	3.84%	5
2018 Q4	$136K	Buy	+1,379	New	+$135K	0.12%	176
2018 Q1	$77K	Buy	771 +597	+343%	+$59.6K	0.08%	227
2017 Q4	$17K	Buy	+174	New	+$17.4K	0.02%	502

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Financial Gravity Companies's STIP Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 188,071 shares worth $19.2M. The stake represents 3.12% of the portfolio and ranks #10 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in STIP as recently as Q2 2025.

Financial Gravity Companies first reported a position in STIP in Q4 2017 and has held it in 7 quarters since. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Financial Gravity Companies held 188,071 shares of iShares 0-5 Year TIPS Bond ETF worth $19.2M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Financial Gravity Companies position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 3.12% of Financial Gravity Companies's portfolio in Q2 2026, its #10 holding.
Financial Gravity Companies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 7 quarters since.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.