Strategic Blueprint
STIP icon

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
Q3 		$4.28M Buy
42,965
+2,310
+6% +$233K 0.21% 121
2026
Q2 		$4.15M Buy
40,655
+11,071
+37% +$1.14M 0.21% 120
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

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Austin Asset Management
Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Strategic Blueprint's STIP Position: Q3 2026 in Review

Strategic Blueprint increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.7% in Q3 2026, buying an estimated $233K and bringing the position to 42,965 shares worth $4.28M. The position accounts for 0.21% of the portfolio, ranked #121.

Strategic Blueprint first reported a position in STIP in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.74M in Q3 2025. 383 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Strategic Blueprint held 42,965 shares of iShares 0-5 Year TIPS Bond ETF worth $4.28M as of Q3 2026.
  • Strategic Blueprint bought 2,310 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $233K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.21% of Strategic Blueprint's portfolio in Q3 2026, its #121 holding.
  • Strategic Blueprint first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Strategic Blueprint's iShares 0-5 Year TIPS Bond ETF position peaked at $4.74M in Q3 2025.
  • 383 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.