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Phillips Financial Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Phillips Financial Management’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 		$1.5M Sell
14,543
-4,217
-22% -$434K 0.11% 90
2025
Q4 		$1.92M Sell
18,760
-1,149
-6% -$118K 0.12% 86
2025
Q3 		$2.06M Sell
19,909
-548
-3% -$56.5K 0.14% 83
2025
Q2 		$2.11M Sell
20,457
-2,145
-9% -$220K 0.15% 78
2025
Q1 		$2.34M Sell
22,602
-628
-3% -$64K 0.18% 73
2024
Q4 		$2.34M Sell
23,230
-5,050
-18% -$509K 0.18% 73
2024
Q3 		$2.87M Sell
28,280
-5,294
-16% -$530K 0.22% 70
2024
Q2 		$3.34M Sell
33,574
-1,077
-3% -$107K 0.28% 61
2024
Q1 		$3.45M Buy
34,651
+499
+1% +$49.3K 0.28% 59
2023
Q4 		$3.37M Sell
34,152
-3,950
-10% -$385K 0.29% 60
2023
Q3 		$3.69M Buy
38,102
+971
+3% +$94.3K 0.35% 56
2023
Q2 		$3.62M Buy
37,131
+572
+2% +$56.3K 0.34% 55
2023
Q1 		$3.63M Sell
36,559
-4,583
-11% -$448K 0.35% 56
2022
Q4 		$3.99M Sell
41,142
-4,655
-10% -$452K 0.41% 52
2022
Q3 		$4.4M Buy
45,797
+1,153
+3% +$115K 0.49% 44
2022
Q2 		$4.53M Buy
44,644
+4,730
+12% +$488K 0.49% 41
2022
Q1 		$4.19M Buy
39,914
+12,872
+48% +$1.36M 0.4% 45
2021
Q4 		$2.86M Buy
27,042
+6,261
+30% +$663K 0.28% 56
2021
Q3 		$2.19M Buy
20,781
+2,143
+11% +$227K 0.23% 63
2021
Q2 		$1.98M Buy
18,638
+2,356
+14% +$250K 0.2% 66
2021
Q1 		$1.72M Buy
16,282
+2,209
+16% +$232K 0.21% 62
2020
Q4 		$1.47M Buy
14,073
+2,210
+19% +$229K 0.2% 62
2020
Q3 		$1.23M Buy
11,863
+484
+4% +$50.1K 0.19% 63
2020
Q2 		$1.17M Sell
11,379
-576
-5% -$58.4K 0.19% 65
2020
Q1 		$1.19M Sell
11,955
-198
-2% -$19.9K 0.24% 59
2019
Q4 		$1.22M Buy
12,153
+462
+4% +$46.3K 0.2% 60
2019
Q3 		$1.17M Buy
11,691
+298
+3% +$29.9K 0.21% 59
2019
Q2 		$1.14M Buy
11,393
+1,177
+12% +$118K 0.21% 60
2019
Q1 		$1.02M Buy
10,216
+10
+0.1% +$988 0.19% 64
2018
Q4 		$1M Sell
10,206
-65
-0.6% -$6.38K 0.21% 61
2018
Q3 		$1.01M Sell
10,271
-162
-2% -$16K 0.21% 57
2018
Q2 		$1.04M Buy
10,433
+74
+0.7% +$7.37K 0.22% 54
2018
Q1 		$1.03M Buy
10,359
+324
+3% +$32.3K 0.22% 53
2017
Q4 		$1M Sell
10,035
-605
-6% -$60.6K 0.21% 54
2017
Q3 		$1.07M Buy
10,640
+341
+3% +$34.3K 0.23% 52
2017
Q2 		$1.03M Buy
10,299
+216
+2% +$21.8K 0.24% 52
2017
Q1 		$1.02M Buy
+10,083
New +$1.02M 0.25% 52

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

Phillips Financial Management's STIP Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 22% in Q1 2026, selling an estimated $434K and leaving 14,543 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #90.

Phillips Financial Management first reported a position in STIP in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.53M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Phillips Financial Management held 14,543 shares of iShares 0-5 Year TIPS Bond ETF worth $1.5M as of Q1 2026.
  • Phillips Financial Management sold 4,217 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $434K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Phillips Financial Management's portfolio in Q1 2026, its #90 holding.
  • Phillips Financial Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2017 and has held it in 37 quarters since.
  • Phillips Financial Management's iShares 0-5 Year TIPS Bond ETF position peaked at $4.53M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.