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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
Q2 		$515K Buy
5,039
+647
+15% +$66.7K 0.08% 200
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 $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

Holistic Planning's STIP Position: Q2 2026 in Review

Holistic Planning increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2026, buying an estimated $66.7K and bringing the position to 5,039 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #200.

Holistic Planning first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Holistic Planning held 5,039 shares of iShares 0-5 Year TIPS Bond ETF worth $515K as of Q2 2026.
  • Holistic Planning bought 647 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $66.7K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #200 holding.
  • Holistic Planning first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.