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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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's STIP Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025: 162,378 shares worth $16.7M. The stake represents 3.28% of the portfolio and ranks #5 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in STIP as recently as Q4 2024.

Financial Gravity Companies first reported a position in STIP in Q4 2017 and has held it in 6 quarters since. 755 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • Financial Gravity Companies held 162,378 shares of iShares 0-5 Year TIPS Bond ETF worth $16.7M as of Q2 2025.
  • iShares 0-5 Year TIPS Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares 0-5 Year TIPS Bond ETF made up 3.28% of Financial Gravity Companies's portfolio in Q2 2025, its #5 holding.
  • Financial Gravity Companies first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 6 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.