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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
Q2 		$18.2K Buy
178
+3
+2% +$309 ﹤0.01% 2058
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 $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

Larson Financial Group's STIP Position: Q2 2026 in Review

Larson Financial Group increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q2 2026, buying an estimated $309 and bringing the position to 178 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Larson Financial Group first reported a position in STIP in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.9K in Q2 2024. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Larson Financial Group held 178 shares of iShares 0-5 Year TIPS Bond ETF worth $18.2K as of Q2 2026.
  • Larson Financial Group bought 3 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $309.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2058 holding.
  • Larson Financial Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's iShares 0-5 Year TIPS Bond ETF position peaked at $26.9K in Q2 2024.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.