STIP — ISHARES 0-5 YEAR TIPS BOND ETF

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in ISHARES 0-5 YEAR TIPS BOND ETF (STIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.33% (2022 Q2)
Avg. % of fund
0.59%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,760 +24,156 +431.0% 1.11% $3.0M $102.39
2025 Q3 REDUCED 5,604 -710 -11.2% 0.22% $579K $102.02
2025 Q2 ADDED 6,314 +752 +13.5% 0.27% $650K $100.45
2025 Q1 REDUCED 5,562 -25 -0.4% 0.27% $575K $99.46
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STIP price (monthly, adj. close)

Other funds also holding STIP

As of 2025 Q4 — sorted by position size

KEATING INVESTMENT COUNSELORS INC 3Y 7Y 16.2% SB Capital Management Inc 13.55% M. Kulyk & Associates, LLC 3Y 10.36% MARTIN & CO INC /TN/ 3Y 7Y 9.45% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 8.74% SoundView Advisors Inc. 7.51% Abacus Planning Group, Inc. 3Y 7Y 7.44% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 7.39% Walker Financial Services, Inc. 6.97% 3EDGE Asset Management, LP 3Y 7Y 5.93%
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