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 Q3	$6.23M	Buy	62,447 +1,637	+3%	+$165K	1.53%	21
2026 Q2	$6.21M	Buy	60,810 +1,748	+3%	+$180K	1.56%	20
2026 Q1	$6.11M	Buy	59,062 +970	+2%	+$100K	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

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fischer Financial Services's STIP Position: Q3 2026 in Review

Fischer Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.7% in Q3 2026, buying an estimated $165K and bringing the position to 62,447 shares worth $6.23M. The position accounts for 1.53% of the portfolio, ranked #21.

Fischer Financial Services first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. 435 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Fischer Financial Services held 62,447 shares of iShares 0-5 Year TIPS Bond ETF worth $6.23M as of Q3 2026.
Fischer Financial Services bought 1,637 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $165K.
iShares 0-5 Year TIPS Bond ETF made up 1.53% of Fischer Financial Services's portfolio in Q3 2026, its #21 holding.
Fischer Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
435 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.