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

WealthPLAN 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 Q1	–	Sell	-5,587	Closed	-$572K	–	270
2025 Q4	$572K	Buy	+5,587	New	+$575K	0.09%	168
2025 Q3	–	Sell	-2,188	Closed	-$225K	–	265
2025 Q2	$225K	Buy	+2,188	New	+$224K	0.04%	242
2023 Q3	–	Sell	-67	Closed	-$6.54K	–	1057
2023 Q2	$6.54K	Sell	67 -4	-6%	-$393	﹤0.01%	863
2023 Q1	$7.04K	Buy	+71	New	+$6.94K	﹤0.01%	939
2018 Q1	–	Sell	-28,019	Closed	-$2.8M	–	284
2017 Q4	$2.8M	Buy	+28,019	New	+$2.81M	0.75%	35
2016 Q3	–	Sell	-1,602	Closed	-$163	–	1067
2016 Q2	$163	Buy	+1,602	New	+$161K	﹤0.01%	2414

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 Partners's STIP Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 5,587 shares — an estimated $572K sold.

WealthPLAN Partners first reported a position in STIP in Q2 2016 and held it in 6 quarters. The position peaked at $2.8M in Q4 2017. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

WealthPLAN Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 5,587 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $572K.
WealthPLAN Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2016 and held it in 6 quarters.
WealthPLAN Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $2.8M in Q4 2017.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.