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 Q2	$10.7M	Buy	104,859 +2,561	+3%	+$264K	1.02%	16
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 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 22.9% 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 Plan Inc's STIP Position: Q2 2026 in Review

Financial Plan Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.5% in Q2 2026, buying an estimated $264K and bringing the position to 104,859 shares worth $10.7M. The position accounts for 1.02% of the portfolio, ranked #16.

Financial Plan Inc first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Financial Plan Inc held 104,859 shares of iShares 0-5 Year TIPS Bond ETF worth $10.7M as of Q2 2026.
Financial Plan Inc bought 2,561 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $264K.
iShares 0-5 Year TIPS Bond ETF made up 1.02% of Financial Plan Inc's portfolio in Q2 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 3 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.