Root Financial Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Root Financial Partners’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	$9.17K	Buy	+92	New	+$9.27K	﹤0.01%	1955
2026 Q2	–	Sell	-154	Closed	-$15.9K	–	2823
2026 Q1	$15.9K	Buy	154 +9	+6%	+$927	﹤0.01%	1447
2025 Q4	$14.9K	Sell	145 -25	-15%	-$2.57K	﹤0.01%	1321
2025 Q3	$17.6K	Buy	+170	New	+$17.5K	﹤0.01%	1182

Other funds holding STIP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners's STIP Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 92 shares worth $9.17K. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in STIP as recently as Q1 2026.

Root Financial Partners first reported a position in STIP in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.6K in Q3 2025. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Root Financial Partners held 92 shares of iShares 0-5 Year TIPS Bond ETF worth $9.17K as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new Root Financial Partners position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1955 holding.
Root Financial Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $17.6K in Q3 2025.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.