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

Spartan Planning & Wealth 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	–	Sell	-17,353	Closed	-$1.78M	–	90
2025 Q4	$1.78M	Sell	17,353 -7,697	-31%	-$792K	1.31%	17
2025 Q3	$2.59M	Sell	25,050 -23,262	-48%	-$2.4M	2.02%	13
2025 Q2	$4.97M	Sell	48,312 -10,991	-19%	-$1.13M	4.26%	6
2025 Q1	$6.14M	Buy	+59,303	New	+$6.04M	5.95%	3

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

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

Spartan Planning & Wealth Management's STIP Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 17,353 shares — an estimated $1.78M sold.

Spartan Planning & Wealth Management first reported a position in STIP in Q1 2025 and held it in 4 quarters. The position peaked at $6.14M in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 17,353 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.78M.
Spartan Planning & Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and held it in 4 quarters.
Spartan Planning & Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $6.14M in Q1 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.