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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
Q2 		– Sell
-4
Closed -$434 – 362
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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Financial Life Planners's STIP Position: Q2 2026 in Review

Financial Life Planners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 4 shares — an estimated $434 sold.

Financial Life Planners first reported a position in STIP in Q4 2024 and held it in 3 quarters. The position peaked at $434 in Q1 2026. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Financial Life Planners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 4 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $434.
  • Financial Life Planners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 3 quarters.
  • Financial Life Planners's iShares 0-5 Year TIPS Bond ETF position peaked at $434 in Q1 2026.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.