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Financial Life Planners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial Life Planners’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 		$434 Buy
+4
New +$412 ﹤0.01% 333
2025
Q4 		– Sell
-4
Closed -$428 – 293
2025
Q3 		$428 Buy
+4
New +$413 ﹤0.01% 327
2025
Q1 		– Sell
-4
Closed -$405 – 337
2024
Q4 		$405 Buy
+4
New +$403 ﹤0.01% 368

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

Financial Life Planners's STIP Position: Q1 2026 in Review

Financial Life Planners opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 4 shares worth $434. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Financial Life Planners previously reported a position in STIP as recently as Q3 2025.

Financial Life Planners first reported a position in STIP in Q4 2024 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Financial Life Planners held 4 shares of iShares 0-5 Year TIPS Bond ETF worth $434 as of Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Financial Life Planners position in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q1 2026, its #333 holding.
  • Financial Life Planners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Financial Life Planners's 13F filing for Q1 2026, filed 24 Apr 2026.