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Financial Plan Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial Plan Inc’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 		$10.6M Buy
102,298
+4,603
+5% +$474K 1.13% 16
2025
Q4 		$10M Buy
+97,695
New +$10.1M 1.15% 16

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $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 26.23% 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 Plan Inc's STIP Position: Q1 2026 in Review

Financial Plan Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.7% in Q1 2026, buying an estimated $474K and bringing the position to 102,298 shares worth $10.6M. The position accounts for 1.13% of the portfolio, ranked #16.

Financial Plan Inc first reported a position in STIP in Q4 2025 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Financial Plan Inc held 102,298 shares of iShares 0-5 Year TIPS Bond ETF worth $10.6M as of Q1 2026.
  • Financial Plan Inc bought 4,603 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $474K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.13% of Financial Plan Inc's portfolio in Q1 2026, its #16 holding.
  • Financial Plan Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.