Atwater Malick’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Atwater Malick’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	$272K	Buy	2,726 +150	+6%	+$15.1K	0.06%	107
2026 Q2	$263K	Hold	2,576	–	–	0.06%	106
2026 Q1	$266K	Sell	2,576 -158	-6%	-$16.3K	0.07%	84
2025 Q4	$280K	Sell	2,734 -390	-12%	-$40.1K	0.08%	73
2025 Q3	$323K	Hold	3,124	–	–	0.09%	66
2025 Q2	$321K	Sell	3,124 -285	-8%	-$29.2K	0.1%	65
2025 Q1	$353K	Hold	3,409	–	–	0.12%	59
2024 Q4	$343K	Buy	3,409 +35	+1%	+$3.53K	0.11%	59
2024 Q3	$342K	Hold	3,374	–	–	0.11%	63
2024 Q2	$336K	Hold	3,374	–	–	0.12%	61
2024 Q1	$335K	Hold	3,374	–	–	0.12%	64
2023 Q4	$333K	Buy	3,374 +82	+2%	+$7.99K	0.13%	55
2023 Q3	$319K	Hold	3,292	–	–	0.14%	54
2023 Q2	$321K	Hold	3,292	–	–	0.14%	55
2023 Q1	$327K	Hold	3,292	–	–	0.15%	48
2022 Q4	$319K	Buy	3,292 +98	+3%	+$9.5K	0.16%	44
2022 Q3	$307K	Buy	3,194 +602	+23%	+$60.3K	0.17%	42
2022 Q2	$263K	Buy	2,592 +100	+4%	+$10.3K	0.14%	45
2022 Q1	$262K	Buy	+2,492	New	+$262K	0.13%	45

Other funds holding STIP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Atwater Malick's STIP Position: Q3 2026 in Review

Atwater Malick increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.8% in Q3 2026, buying an estimated $15.1K and bringing the position to 2,726 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #107.

Atwater Malick first reported a position in STIP in Q1 2022 and has held it in 19 quarters since. The position peaked at $353K in Q1 2025. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Atwater Malick held 2,726 shares of iShares 0-5 Year TIPS Bond ETF worth $272K as of Q3 2026.
Atwater Malick bought 150 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $15.1K.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Atwater Malick's portfolio in Q3 2026, its #107 holding.
Atwater Malick first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 19 quarters since.
Atwater Malick's iShares 0-5 Year TIPS Bond ETF position peaked at $353K in Q1 2025.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.