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Holistic Planning’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Holistic Planning’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 		$454K Buy
4,392
+19
+0.4% +$1.96K 0.09% 191
2025
Q4 		$448K Buy
4,373
+1,336
+44% +$138K 0.1% 174
2025
Q3 		$314K Sell
3,037
-363
-11% -$37.4K 0.08% 178
2025
Q2 		$350K Buy
3,400
+62
+2% +$6.36K 0.1% 156
2025
Q1 		$345K Buy
3,338
+1
+0% +$102 0.12% 127
2024
Q4 		$336K Buy
+3,337
New +$336K 0.12% 121

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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 26.24% 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

Holistic Planning's STIP Position: Q1 2026 in Review

Holistic Planning increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.43% in Q1 2026, buying an estimated $1.96K and bringing the position to 4,392 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #191.

Holistic Planning first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Holistic Planning held 4,392 shares of iShares 0-5 Year TIPS Bond ETF worth $454K as of Q1 2026.
  • Holistic Planning bought 19 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.96K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Holistic Planning's portfolio in Q1 2026, its #191 holding.
  • Holistic Planning first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.