XY Planning Network’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

XY Planning Network’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	–	Sell	-12,260	Closed	-$1.26M	–	351
2026 Q1	$1.26M	Sell	12,260 -353	-3%	-$36.3K	0.2%	109
2025 Q4	$1.29M	Sell	12,613 -1,532	-11%	-$158K	0.23%	103
2025 Q3	$1.46M	Hold	14,145	–	–	0.5%	53
2025 Q2	$1.46M	Sell	14,145 -112	-0.8%	-$11.5K	0.5%	53
2025 Q1	$1.48M	Sell	14,257 -2,132	-13%	-$217K	0.98%	28
2024 Q4	$1.65M	Buy	+16,389	New	+$1.65M	1.24%	27

Other funds holding STIP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

XY Planning Network's STIP Position: Q2 2026 in Review

XY Planning Network sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 12,260 shares — an estimated $1.26M sold.

XY Planning Network first reported a position in STIP in Q4 2024 and held it in 6 quarters. The position peaked at $1.65M in Q4 2024. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

XY Planning Network reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
XY Planning Network sold 12,260 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.26M.
XY Planning Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and held it in 6 quarters.
XY Planning Network's iShares 0-5 Year TIPS Bond ETF position peaked at $1.65M in Q4 2024.
218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.