Lutz Financial Services
STIP icon

Lutz Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Lutz Financial Services’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
Q3 		$9.36M Buy
93,913
+2,392
+3% +$241K 0.57% 41
2026
Q2 		$9.35M Buy
91,521
+2,119
+2% +$219K 0.57% 39
2026
Q1 		$9.25M Buy
89,402
+6,019
+7% +$620K 0.62% 38
2025
Q4 		$8.54M Buy
83,383
+7,008
+9% +$721K 0.58% 38
2025
Q3 		$7.89M Buy
76,375
+6,583
+9% +$679K 0.57% 38
2025
Q2 		$7.18M Buy
69,792
+4,363
+7% +$448K 0.56% 38
2025
Q1 		$6.77M Buy
65,429
+5,943
+10% +$606K 0.55% 37
2024
Q4 		$5.98M Buy
59,486
+5,399
+10% +$544K 0.48% 38
2024
Q3 		$5.48M Buy
54,087
+12,210
+29% +$1.22M 0.44% 40
2024
Q2 		$4.17M Buy
41,877
+10,129
+32% +$1M 0.36% 47
2024
Q1 		$3.16M Buy
31,748
+6,496
+26% +$642K 0.28% 48
2023
Q4 		$2.49M Buy
25,252
+17,384
+221% +$1.69M 0.23% 51
2023
Q3 		$763K Buy
7,868
+5,538
+238% +$538K 0.08% 57
2023
Q2 		$227K Buy
+2,330
New +$229K 0.02% 77
2020
Q1 		– Sell
-9,905
Closed -$997K – 68
2019
Q4 		$997K Buy
9,905
+6
+0.1% +$602 0.18% 44
2019
Q3 		$992K Sell
9,899
-418
-4% -$41.9K 0.19% 44
2019
Q2 		$1.04M Buy
10,317
+6,671
+183% +$668K 0.2% 43
2019
Q1 		$363K Sell
3,646
-4,138
-53% -$409K 0.07% 53
2018
Q4 		$763K Buy
+7,784
New +$764K 0.17% 45

Other funds holding STIP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Lutz Financial Services's STIP Position: Q3 2026 in Review

Lutz Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.6% in Q3 2026, buying an estimated $241K and bringing the position to 93,913 shares worth $9.36M. The position accounts for 0.57% of the portfolio, ranked #41.

Lutz Financial Services first reported a position in STIP in Q4 2018 and has held it in 19 quarters since. 509 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Lutz Financial Services held 93,913 shares of iShares 0-5 Year TIPS Bond ETF worth $9.36M as of Q3 2026.
  • Lutz Financial Services bought 2,392 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $241K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.57% of Lutz Financial Services's portfolio in Q3 2026, its #41 holding.
  • Lutz Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 19 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Lutz Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.