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 Q3	$963K	Buy	+9,656	New	+$973K	0.1%	161
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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

XY Planning Network's STIP Position: Q3 2026 in Review

XY Planning Network opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2026: 9,656 shares worth $963K. The stake represents 0.1% of the portfolio and ranks #161 among its holdings. This is a return to the name: XY Planning Network previously reported a position in STIP as recently as Q1 2026.

XY Planning Network first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2024. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

XY Planning Network held 9,656 shares of iShares 0-5 Year TIPS Bond ETF worth $963K as of Q3 2026.
iShares 0-5 Year TIPS Bond ETF was a new XY Planning Network position in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.1% of XY Planning Network's portfolio in Q3 2026, its #161 holding.
XY Planning Network first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's iShares 0-5 Year TIPS Bond ETF position peaked at $1.65M in Q4 2024.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.