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

Sensible Financial Planning & 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
2025 Q3	$23M	Buy	222,335 +2,850	+1%	+$294K	4.17%	7
2025 Q2	$22.6M	Buy	219,485 +2,572	+1%	+$264K	4.29%	7
2025 Q1	$22.4M	Buy	216,913 +5,469	+3%	+$557K	4.48%	5
2024 Q4	$21.3M	Buy	211,444 +9,345	+5%	+$942K	4.41%	6
2024 Q3	$20.5M	Buy	202,099 +2,904	+1%	+$291K	4.04%	7
2024 Q2	$19.8M	Buy	199,195 +9,558	+5%	+$948K	4.28%	7
2024 Q1	$18.9M	Buy	189,637 +9,588	+5%	+$948K	4.17%	7
2023 Q4	$17.8M	Buy	180,049 +2,377	+1%	+$232K	4.16%	6
2023 Q3	$17.2M	Buy	177,672 +3,477	+2%	+$338K	4.33%	6
2023 Q2	$17M	Buy	174,195 +1,592	+0.9%	+$157K	3.99%	6
2023 Q1	$17.1M	Buy	172,603 +4,934	+3%	+$482K	4.04%	5
2022 Q4	$16.3M	Buy	167,669 +6,075	+4%	+$590K	4.04%	5
2022 Q3	$15.5M	Buy	161,594 +4,924	+3%	+$493K	4%	5
2022 Q2	$15.9M	Sell	156,670 -566	-0.4%	-$58.4K	4.01%	5
2022 Q1	$16.5M	Buy	157,236 +13,521	+9%	+$1.42M	4.41%	7
2021 Q4	$15.2M	Buy	143,715 +14,632	+11%	+$1.55M	4.32%	7
2021 Q3	$13.6M	Buy	129,083 +5,724	+5%	+$607K	4.44%	6
2021 Q2	$13.1M	Buy	123,359 +5,212	+4%	+$553K	4.43%	4
2021 Q1	$12.5M	Buy	118,147 +2,610	+2%	+$275K	4.59%	4
2020 Q4	$12.1M	Buy	115,537 +6,639	+6%	+$688K	4.5%	4
2020 Q3	$11.3M	Buy	108,898 +8,768	+9%	+$907K	4.64%	3
2020 Q2	$10.3M	Buy	100,130 +15,530	+18%	+$1.58M	4.4%	8
2020 Q1	$8.45M	Buy	84,600 +4,277	+5%	+$430K	4.03%	9
2019 Q4	$8.09M	Buy	80,323 +12,487	+18%	+$1.25M	3.41%	8
2019 Q3	$6.79M	Buy	67,836 +34,136	+101%	+$3.42M	2.93%	8
2019 Q2	$3.39M	Buy	33,700 +2,004	+6%	+$201K	1.45%	13
2019 Q1	$3.16M	Buy	31,696 +4,245	+15%	+$420K	1.43%	13
2018 Q4	$2.69M	Buy	27,451 +6,032	+28%	+$592K	1.3%	13
2018 Q3	$2.12M	Buy	21,419 +7,457	+53%	+$738K	0.98%	13
2018 Q2	$1.39M	Buy	13,962 +9,594	+220%	+$955K	0.66%	18
2018 Q1	$437K	Hold	4,368	–	–	0.21%	22
2017 Q4	$436K	Buy	4,368 +2	+0%	+$200	0.22%	22
2017 Q3	$438K	Sell	4,366 -83	-2%	-$8.34K	0.24%	20
2017 Q2	$447K	Buy	4,449 +2	+0%	+$202	0.28%	19
2017 Q1	$451K	Hold	4,447	–	–	0.29%	18
2016 Q4	$448K	Hold	4,447	–	–	0.31%	19
2016 Q3	$450K	Buy	4,447 +2	+0%	+$202	0.31%	18
2016 Q2	$451K	Sell	4,445 -35	-0.8%	-$3.53K	0.32%	18
2016 Q1	$451K	Sell	4,480 -14	-0.3%	-$1.39K	0.33%	18
2015 Q4	$445K	Buy	4,494 +126	+3%	+$12.5K	0.34%	18
2015 Q3	$434K	Buy	4,368 +4,196	+2,440%	+$417K	0.34%	18
2015 Q2	$17K	Buy	+172	New	+$17.2K	0.01%	49
2015 Q1	–	Sell	-158	Closed	-$16K	–	59
2014 Q4	$16K	Hold	158	–	–	0.02%	53
2014 Q3	$16K	Buy	+158	New	+$16K	0.01%	49

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sensible Financial Planning & Management's STIP Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q3 2025, buying an estimated $294K and bringing the position to 222,335 shares worth $23M. The position accounts for 4.17% of the portfolio, ranked #7.

Sensible Financial Planning & Management first reported a position in STIP in Q3 2014 and has held it in 44 quarters since. 766 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Sensible Financial Planning & Management held 222,335 shares of iShares 0-5 Year TIPS Bond ETF worth $23M as of Q3 2025.
Sensible Financial Planning & Management bought 2,850 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $294K.
iShares 0-5 Year TIPS Bond ETF made up 4.17% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #7 holding.
Sensible Financial Planning & Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2014 and has held it in 44 quarters since.
766 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.