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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 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 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fischer Financial Services's STIP Position: Q1 2026 in Review

Fischer Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q1 2026, buying an estimated $99.9K and bringing the position to 59,062 shares worth $6.11M. The position accounts for 2.05% of the portfolio, ranked #16.

Fischer Financial Services first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Fischer Financial Services held 59,062 shares of iShares 0-5 Year TIPS Bond ETF worth $6.11M as of Q1 2026.
Fischer Financial Services bought 970 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $99.9K.
iShares 0-5 Year TIPS Bond ETF made up 2.05% of Fischer Financial Services's portfolio in Q1 2026, its #16 holding.
Fischer Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.