AM
STIP icon

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
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% +$9.52K 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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atwater Malick's STIP Position: Q1 2026 in Review

Atwater Malick reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 5.8% in Q1 2026, selling an estimated $16.3K and leaving 2,576 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #84.

Atwater Malick first reported a position in STIP in Q1 2022 and has held it in 17 quarters since. The position peaked at $353K in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Atwater Malick held 2,576 shares of iShares 0-5 Year TIPS Bond ETF worth $266K as of Q1 2026.
  • Atwater Malick sold 158 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $16.3K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Atwater Malick's portfolio in Q1 2026, its #84 holding.
  • Atwater Malick first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Atwater Malick's iShares 0-5 Year TIPS Bond ETF position peaked at $353K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.