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 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%	+$9.52K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Atwater Malick's STIP Position: Q2 2026 in Review

Atwater Malick held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,576 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #106.

Atwater Malick first reported a position in STIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $353K in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Atwater Malick held 2,576 shares of iShares 0-5 Year TIPS Bond ETF worth $263K as of Q2 2026.
Atwater Malick left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.06% of Atwater Malick's portfolio in Q2 2026, its #106 holding.
Atwater Malick first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
Atwater Malick's iShares 0-5 Year TIPS Bond ETF position peaked at $353K in Q1 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.