Ignite Planners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ignite Planners’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	$3.03M	Buy	29,949 +5,172	+21%	+$521K	0.39%	61
2026 Q2	$2.54M	Buy	24,777 +582	+2%	+$60K	0.35%	67
2026 Q1	$2.51M	Buy	24,195 +1,094	+5%	+$113K	0.39%	63
2025 Q4	$2.38M	Sell	23,101 -1,659	-7%	-$171K	0.36%	62
2025 Q3	$2.56M	Sell	24,760 -861	-3%	-$88.8K	0.42%	55
2025 Q2	$2.64M	Buy	25,621 +2,136	+9%	+$219K	0.46%	51
2025 Q1	$2.42M	Buy	23,485 +12,551	+115%	+$1.28M	0.47%	50
2024 Q4	$1.1M	Buy	10,934 +2,425	+28%	+$244K	0.24%	94
2024 Q3	$862K	Sell	8,509 -6,768	-44%	-$678K	0.2%	105
2024 Q2	$1.52M	Buy	15,277 +2,030	+15%	+$201K	0.37%	77
2024 Q1	$1.31M	Buy	13,247 +3,674	+38%	+$363K	0.37%	75
2023 Q4	$943K	Buy	+9,573	New	+$933K	0.28%	90
2022 Q2	–	Sell	-2,295	Closed	-$240K	–	180
2022 Q1	$240K	Sell	2,295 -302	-12%	-$31.8K	0.16%	164
2021 Q4	$273K	Buy	+2,597	New	+$275K	0.18%	140

Other funds holding STIP

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

KIC

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

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ignite Planners's STIP Position: Q3 2026 in Review

Ignite Planners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 21% in Q3 2026, buying an estimated $521K and bringing the position to 29,949 shares worth $3.03M. The position accounts for 0.39% of the portfolio, ranked #61.

Ignite Planners first reported a position in STIP in Q4 2021 and has held it in 14 quarters since. 193 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Ignite Planners held 29,949 shares of iShares 0-5 Year TIPS Bond ETF worth $3.03M as of Q3 2026.
Ignite Planners bought 5,172 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $521K.
iShares 0-5 Year TIPS Bond ETF made up 0.39% of Ignite Planners's portfolio in Q3 2026, its #61 holding.
Ignite Planners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 14 quarters since.
193 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.