Strategic Blueprint’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Strategic Blueprint’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	$3.06M	Sell	29,584 -196	-0.7%	-$20.2K	0.18%	132
2025 Q4	$3.05M	Sell	29,780 -16,111	-35%	-$1.66M	0.18%	129
2025 Q3	$4.74M	Buy	45,891 +2,601	+6%	+$268K	0.21%	116
2025 Q2	$4.46M	Buy	43,290 +20,924	+94%	+$2.15M	0.22%	112
2025 Q1	$2.31M	Buy	+22,366	New	+$2.28M	0.13%	158
2024 Q4	–	Sell	-7,256	Closed	-$735K	–	711
2024 Q3	$735K	Buy	7,256 +1,144	+19%	+$115K	0.05%	315
2024 Q2	$608K	Sell	6,112 -5,431	-47%	-$539K	0.04%	338
2024 Q1	$1.15M	Sell	11,543 -530	-4%	-$52.4K	0.08%	227
2023 Q4	$1.19M	Buy	12,073 +6,894	+133%	+$672K	0.1%	201
2023 Q3	$502K	Sell	5,179 -245	-5%	-$23.8K	0.05%	328
2023 Q2	$529K	Sell	5,424 -1,215	-18%	-$120K	0.05%	309
2023 Q1	$659K	Sell	6,639 -19,981	-75%	-$1.95M	0.07%	256
2022 Q4	$2.58M	Buy	26,620 +19,260	+262%	+$1.87M	0.3%	84
2022 Q3	$707K	Buy	7,360 +2,495	+51%	+$250K	0.08%	230
2022 Q2	$493K	Buy	+4,865	New	+$502K	0.06%	276
2021 Q3	–	Sell	-208	Closed	-$22K	–	1199
2021 Q2	$22K	Buy	+208	New	+$22.1K	﹤0.01%	799

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

Strategic Blueprint's STIP Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.66% in Q1 2026, selling an estimated $20.2K and leaving 29,584 shares worth $3.06M. The position accounts for 0.18% of the portfolio, ranked #132.

Strategic Blueprint first reported a position in STIP in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.74M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Strategic Blueprint held 29,584 shares of iShares 0-5 Year TIPS Bond ETF worth $3.06M as of Q1 2026.
Strategic Blueprint sold 196 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $20.2K.
iShares 0-5 Year TIPS Bond ETF made up 0.18% of Strategic Blueprint's portfolio in Q1 2026, its #132 holding.
Strategic Blueprint first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 16 quarters since.
Strategic Blueprint's iShares 0-5 Year TIPS Bond ETF position peaked at $4.74M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.