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Larson Financial Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Larson Financial Group’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 		$18.1K Hold
175
– – ﹤0.01% 1905
2025
Q4 		$17.9K Buy
175
+3
+2% +$309 ﹤0.01% 1779
2025
Q3 		$17.8K Buy
172
+1
+0.6% +$103 ﹤0.01% 1699
2025
Q2 		$17.6K Buy
171
+3
+2% +$308 ﹤0.01% 1547
2025
Q1 		$17.4K Sell
168
-4
-2% -$408 ﹤0.01% 1417
2024
Q4 		$17.3K Buy
172
+1
+0.6% +$101 ﹤0.01% 1271
2024
Q3 		$17.4K Sell
171
-99
-37% -$9.92K ﹤0.01% 1271
2024
Q2 		$26.9K Buy
270
+265
+5,300% +$26.3K ﹤0.01% 975
2024
Q1 		$469 Sell
5
-22
-81% -$2.17K ﹤0.01% 1565
2023
Q4 		$2.63K Hold
27
– – ﹤0.01% 1321
2023
Q3 		$2.59K Buy
27
+5
+23% +$486 ﹤0.01% 1307
2023
Q2 		$2.15K Sell
22
-1
-4% -$98 ﹤0.01% 1254
2023
Q1 		$2.28K Buy
23
+1
+5% +$98 ﹤0.01% 1225
2022
Q4 		$2.13K Buy
22
+2
+10% +$194 ﹤0.01% 1183
2022
Q3 		$2K Sell
20
-32
-62% -$3.21K ﹤0.01% 1147
2022
Q2 		$5K Buy
52
+32
+160% +$3.3K ﹤0.01% 882
2022
Q1 		$2K Hold
20
– – ﹤0.01% 939
2021
Q4 		$2K Hold
20
– – ﹤0.01% 972
2021
Q3 		$2K Hold
20
– – ﹤0.01% 798
2021
Q2 		$2K Sell
20
-102
-84% -$10.8K ﹤0.01% 737
2021
Q1 		$13K Hold
122
– – ﹤0.01% 493
2020
Q4 		$13K Hold
122
– – ﹤0.01% 459
2020
Q3 		$13K Buy
122
+20
+20% +$2.07K 0.01% 401
2020
Q2 		$10K Hold
102
– – ﹤0.01% 404
2020
Q1 		$10K Hold
102
– – 0.01% 296
2019
Q4 		$10K Buy
102
+32
+46% +$3.21K 0.01% 300
2019
Q3 		$7K Hold
70
– – ﹤0.01% 344
2019
Q2 		$7K Sell
70
-27
-28% -$2.7K 0.01% 285
2019
Q1 		$10K Hold
97
– – 0.01% 240
2018
Q4 		$10K Buy
+97
New +$9.52K 0.01% 224

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

Larson Financial Group's STIP Position: Q1 2026 in Review

Larson Financial Group held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 175 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Larson Financial Group first reported a position in STIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $26.9K in Q2 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Larson Financial Group held 175 shares of iShares 0-5 Year TIPS Bond ETF worth $18.1K as of Q1 2026.
  • Larson Financial Group left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1905 holding.
  • Larson Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $26.9K in Q2 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.