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Fischer Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fischer Financial Services’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 		$6.21M Buy
60,810
+1,748
+3% +$180K 1.56% 20
2026
Q1 		$6.11M Buy
59,062
+970
+2% +$99.9K 2.05% 16
2025
Q4 		$5.95M Buy
58,092
+924
+2% +$95.1K 1.57% 21
2025
Q3 		$5.91M Buy
57,168
+590
+1% +$60.9K 1.59% 21
2025
Q2 		$5.82M Buy
56,578
+153
+0.3% +$15.7K 1.71% 20
2025
Q1 		$5.84M Buy
56,425
+3,455
+7% +$352K 1.88% 19
2024
Q4 		$5.33M Buy
+52,970
New +$5.34M 1.68% 20

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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 $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
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

Fischer Financial Services's STIP Position: Q2 2026 in Review

Fischer Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3% in Q2 2026, buying an estimated $180K and bringing the position to 60,810 shares worth $6.21M. The position accounts for 1.56% of the portfolio, ranked #20.

Fischer Financial Services first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Fischer Financial Services held 60,810 shares of iShares 0-5 Year TIPS Bond ETF worth $6.21M as of Q2 2026.
  • Fischer Financial Services bought 1,748 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $180K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.56% of Fischer Financial Services's portfolio in Q2 2026, its #20 holding.
  • Fischer Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.