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

Strategic Financial Concepts’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	$2.08M	Buy	20,110 +893	+5%	+$91.9K	0.51%	51
2025 Q4	$1.97M	Buy	+19,217	New	+$1.98M	1.8%	15
2025 Q2	–	Sell	-8,578	Closed	-$888K	–	356
2025 Q1	$888K	Hold	8,578	–	–	0.17%	132
2024 Q4	$863K	Buy	+8,578	New	+$865K	0.17%	132
2024 Q3	–	Sell	-6,566	Closed	-$653K	–	675
2024 Q2	$653K	Sell	6,566 -274	-4%	-$27.2K	0.38%	64
2024 Q1	$680K	Buy	6,840 +364	+6%	+$36K	0.16%	139
2023 Q4	$638K	Buy	6,476 +898	+16%	+$87.5K	0.38%	72
2023 Q3	$541K	Hold	5,578	–	–	0.18%	133
2023 Q2	$544K	Sell	5,578 -2,154	-28%	-$212K	0.2%	112
2023 Q1	$767K	Buy	+7,732	New	+$756K	0.31%	78

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 Financial Concepts's STIP Position: Q1 2026 in Review

Strategic Financial Concepts increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.6% in Q1 2026, buying an estimated $91.9K and bringing the position to 20,110 shares worth $2.08M. The position accounts for 0.51% of the portfolio, ranked #51.

Strategic Financial Concepts first reported a position in STIP in Q1 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Strategic Financial Concepts held 20,110 shares of iShares 0-5 Year TIPS Bond ETF worth $2.08M as of Q1 2026.
Strategic Financial Concepts bought 893 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $91.9K.
iShares 0-5 Year TIPS Bond ETF made up 0.51% of Strategic Financial Concepts's portfolio in Q1 2026, its #51 holding.
Strategic Financial Concepts first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 10 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.