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Prosperity Planning’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Prosperity Planning’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 		– Hold
0
– – – 48
2026
Q1 		– Hold
0
– – – 46
2025
Q4 		– Hold
0
– – – 46
2025
Q3 		– Hold
0
– – – 45
2025
Q2 		– Hold
0
– – – 44
2025
Q1 		– Hold
0
– – – 41
2024
Q4 		– Hold
0
– – – 41
2024
Q3 		– Sell
-15,274
Closed -$1.53M – 41
2024
Q2 		$1.52M Buy
+15,274
New +$1.52M 0.52% 38
2024
Q1 		– Hold
0
– – – 39
2023
Q4 		– Hold
0
– – – 37
2023
Q3 		– Hold
0
– – – 43
2023
Q2 		– Hold
0
– – – 44
2023
Q1 		– Hold
0
– – – 42
2022
Q4 		– Hold
0
– – – 42
2022
Q3 		– Hold
0
– – – 59

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Prosperity Planning's STIP Position: Q2 2026 in Review

Prosperity Planning held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 0 shares worth $1.58M. The position accounts for 0.36% of the portfolio, ranked #48.

Prosperity Planning first reported a position in STIP in Q2 2024 and has held it in 1 quarter since. The position peaked at $1.52M in Q2 2024. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Prosperity Planning held 0 shares of iShares 0-5 Year TIPS Bond ETF worth $1.58M as of Q2 2026.
  • Prosperity Planning left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.36% of Prosperity Planning's portfolio in Q2 2026, its #48 holding.
  • Prosperity Planning first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 1 quarter since.
  • Prosperity Planning's iShares 0-5 Year TIPS Bond ETF position peaked at $1.52M in Q2 2024.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.