JRPIM
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Journey Retirement Planning & Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-2,358
Closed -$242K – 227
2025
Q4 		$242K Buy
+2,358
New +$243K 0.05% 224

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Journey Retirement Planning & Investment Management's STIP Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 2,358 shares — an estimated $242K sold.

Journey Retirement Planning & Investment Management first reported a position in STIP in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 760 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 2,358 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $242K.
  • Journey Retirement Planning & Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $242K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.