Vertex Planning Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Vertex Planning Partners’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	$1.53M	Buy	15,000 +1,934	+15%	+$199K	0.23%	50
2026 Q1	$1.35M	Buy	13,066 +7,964	+156%	+$820K	0.26%	48
2025 Q4	$522K	Sell	5,102 -12,795	-71%	-$1.32M	0.12%	69
2025 Q3	$1.85M	Buy	17,897 +13,085	+272%	+$1.35M	0.35%	52
2025 Q2	$495K	Sell	4,812 -141	-3%	-$14.5K	0.1%	109
2025 Q1	$512K	Hold	4,953	–	–	0.11%	101
2024 Q4	$498K	Buy	4,953 +2,447	+98%	+$247K	0.11%	107
2024 Q3	$254K	Sell	2,506 -217	-8%	-$21.7K	0.06%	142
2024 Q2	$271K	Hold	2,723	–	–	0.07%	131
2024 Q1	$271K	Buy	2,723 +100	+4%	+$9.88K	0.07%	131
2023 Q4	$259K	Sell	2,623 -581	-18%	-$56.6K	0.08%	130
2023 Q3	$311K	Buy	+3,204	New	+$311K	0.11%	102

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

Vertex Planning Partners's STIP Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q2 2026, buying an estimated $199K and bringing the position to 15,000 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #50.

Vertex Planning Partners first reported a position in STIP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q3 2025. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Vertex Planning Partners held 15,000 shares of iShares 0-5 Year TIPS Bond ETF worth $1.53M as of Q2 2026.
Vertex Planning Partners bought 1,934 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $199K.
iShares 0-5 Year TIPS Bond ETF made up 0.23% of Vertex Planning Partners's portfolio in Q2 2026, its #50 holding.
Vertex Planning Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
Vertex Planning Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $1.85M in Q3 2025.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.