LifePlan Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LifePlan Investment Advisors’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	$339K	Buy	+3,321	New	+$343K	0.12%	110
2026 Q1	–	Sell	-2,961	Closed	-$303K	–	128
2025 Q4	$303K	Sell	2,961 -1,516	-34%	-$156K	0.12%	97
2025 Q3	$463K	Buy	4,477 +151	+3%	+$15.6K	0.19%	80
2025 Q2	$445K	Buy	+4,326	New	+$444K	0.22%	73

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

LifePlan Investment Advisors's STIP Position: Q2 2026 in Review

LifePlan Investment Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,321 shares worth $339K. The stake represents 0.12% of the portfolio and ranks #110 among its holdings. This is a return to the name: LifePlan Investment Advisors previously reported a position in STIP as recently as Q4 2025.

LifePlan Investment Advisors first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $463K in Q3 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

LifePlan Investment Advisors held 3,321 shares of iShares 0-5 Year TIPS Bond ETF worth $339K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new LifePlan Investment Advisors position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.12% of LifePlan Investment Advisors's portfolio in Q2 2026, its #110 holding.
LifePlan Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
LifePlan Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $463K in Q3 2025.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.