Koss-Olinger Consulting’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Koss-Olinger Consulting’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	$3.45M	Buy	33,375 +4,300	+15%	+$443K	0.29%	34
2025 Q4	$2.98M	Sell	29,075 -2,360	-8%	-$243K	0.23%	40
2025 Q3	$3.23M	Sell	31,435 -320	-1%	-$33K	0.27%	45
2025 Q2	$3.27M	Buy	+31,755	New	+$3.26M	0.27%	45
2024 Q1	–	Sell	-2,504	Closed	-$247K	–	273
2023 Q4	$247K	Sell	2,504 -562	-18%	-$54.8K	0.02%	265
2023 Q3	$297K	Buy	3,066 +2	+0.1%	+$194	0.04%	189
2023 Q2	$299K	Sell	3,064 -597	-16%	-$58.7K	0.03%	186
2023 Q1	$363K	Hold	3,661	–	–	0.05%	159
2022 Q4	$355K	Sell	3,661 -187,241	-98%	-$18.2M	0.05%	148
2022 Q3	$18.3M	Sell	190,902 -397,187	-68%	-$39.8M	3.12%	10
2022 Q2	$59.6M	Buy	588,089 +260,505	+80%	+$26.9M	10.88%	2
2022 Q1	$34.4M	Buy	327,584 +17,455	+6%	+$1.84M	5.53%	5
2021 Q4	$32.8M	Buy	310,129 +7,084	+2%	+$751K	5.06%	5
2021 Q3	$32M	Buy	303,045 +14,432	+5%	+$1.53M	5.21%	5
2021 Q2	$30.7M	Buy	+288,613	New	+$30.6M	4.55%	5

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 $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 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

Koss-Olinger Consulting's STIP Position: Q1 2026 in Review

Koss-Olinger Consulting increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q1 2026, buying an estimated $443K and bringing the position to 33,375 shares worth $3.45M. The position accounts for 0.29% of the portfolio, ranked #34.

Koss-Olinger Consulting first reported a position in STIP in Q2 2021 and has held it in 15 quarters since. The position peaked at $59.6M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Koss-Olinger Consulting held 33,375 shares of iShares 0-5 Year TIPS Bond ETF worth $3.45M as of Q1 2026.
Koss-Olinger Consulting bought 4,300 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $443K.
iShares 0-5 Year TIPS Bond ETF made up 0.29% of Koss-Olinger Consulting's portfolio in Q1 2026, its #34 holding.
Koss-Olinger Consulting first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 15 quarters since.
Koss-Olinger Consulting's iShares 0-5 Year TIPS Bond ETF position peaked at $59.6M in Q2 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.