WealthPlan Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WealthPlan Investment Management’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	$593K	Buy	+5,732	New	+$590K	0.03%	282

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

WealthPlan Investment Management's STIP Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 5,732 shares worth $593K. The stake represents 0.03% of the portfolio and ranks #282 among its holdings.

758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

WealthPlan Investment Management held 5,732 shares of iShares 0-5 Year TIPS Bond ETF worth $593K as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new WealthPlan Investment Management position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #282 holding.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.