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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
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

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

Lutz Financial Services's STIP Position: Q1 2026 in Review

Lutz Financial Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.2% in Q1 2026, buying an estimated $620K and bringing the position to 89,402 shares worth $9.25M. The position accounts for 0.62% of the portfolio, ranked #38.

Lutz Financial Services first reported a position in STIP in Q4 2018 and has held it in 17 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Lutz Financial Services held 89,402 shares of iShares 0-5 Year TIPS Bond ETF worth $9.25M as of Q1 2026.
  • Lutz Financial Services bought 6,019 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $620K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.62% of Lutz Financial Services's portfolio in Q1 2026, its #38 holding.
  • Lutz Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 17 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.