Spectrum Planning & Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Spectrum Planning & Advisory Services’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	$297K	Buy	+2,909	New	+$300K	0.13%	88
2025 Q4	–	Sell	-2,629	Closed	-$272K	–	115
2025 Q3	$272K	Sell	2,629 -121	-4%	-$12.5K	0.15%	89
2025 Q2	$283K	Buy	+2,750	New	+$282K	0.18%	84

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Spectrum Planning & Advisory Services's STIP Position: Q2 2026 in Review

Spectrum Planning & Advisory Services opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,909 shares worth $297K. The stake represents 0.13% of the portfolio and ranks #88 among its holdings. This is a return to the name: Spectrum Planning & Advisory Services previously reported a position in STIP as recently as Q3 2025.

Spectrum Planning & Advisory Services first reported a position in STIP in Q2 2025 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Spectrum Planning & Advisory Services held 2,909 shares of iShares 0-5 Year TIPS Bond ETF worth $297K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Spectrum Planning & Advisory Services position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.13% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #88 holding.
Spectrum Planning & Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 3 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.