MKA
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M. Kulyk & Associates’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

M. Kulyk & Associates’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 		$78.8M Buy
771,097
+44,417
+6% +$4.58M 12.85% 1
2026
Q1 		$75.2M Buy
726,680
+197,087
+37% +$20.3M 14.03% 1
2025
Q4 		$54.2M Buy
529,593
+12,024
+2% +$1.24M 10.36% 1
2025
Q3 		$53.5M Buy
517,569
+2,967
+0.6% +$306K 10.87% 1
2025
Q2 		$53M Buy
514,602
+31,709
+7% +$3.25M 11.5% 1
2025
Q1 		$50M Sell
482,893
-37,780
-7% -$3.85M 11.43% 1
2024
Q4 		$52.4M Buy
520,673
+10,936
+2% +$1.1M 11.34% 1
2024
Q3 		$51.6M Buy
509,737
+11,833
+2% +$1.19M 10.39% 1
2024
Q2 		$49.5M Buy
497,904
+14,796
+3% +$1.47M 11.51% 1
2024
Q1 		$48M Buy
483,108
+22,166
+5% +$2.19M 11.14% 1
2023
Q4 		$45.4M Buy
460,942
+2,081
+0.5% +$203K 10.59% 1
2023
Q3 		$44.5M Buy
458,861
+40,278
+10% +$3.91M 12.35% 1
2023
Q2 		$40.9M Buy
418,583
+10,008
+2% +$985K 11.41% 1
2023
Q1 		$40.5M Buy
408,575
+11,455
+3% +$1.12M 12.29% 1
2022
Q4 		$38.5M Buy
397,120
+15,629
+4% +$1.52M 12.86% 1
2022
Q3 		$36.7M Buy
381,491
+22,585
+6% +$2.26M 12.75% 1
2022
Q2 		$36.4M Buy
358,906
+34,565
+11% +$3.57M 11.33% 2
2022
Q1 		$34M Buy
324,341
+163,949
+102% +$17.3M 9.29% 2
2021
Q4 		$17M Buy
160,392
+14,939
+10% +$1.58M 4.39% 3
2021
Q3 		$15.4M Buy
145,453
+7,177
+5% +$761K 4.92% 3
2021
Q2 		$14.7M Buy
138,276
+36,591
+36% +$3.89M 5.31% 2
2021
Q1 		$10.8M Buy
+101,685
New +$10.7M 4.01% 3

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

M. Kulyk & Associates's STIP Position: Q2 2026 in Review

M. Kulyk & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 6.1% in Q2 2026, buying an estimated $4.58M and bringing the position to 771,097 shares worth $78.8M. The position accounts for 12.85% of the portfolio, ranked #1.

M. Kulyk & Associates first reported a position in STIP in Q1 2021 and has held it in 22 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • M. Kulyk & Associates held 771,097 shares of iShares 0-5 Year TIPS Bond ETF worth $78.8M as of Q2 2026.
  • M. Kulyk & Associates bought 44,417 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $4.58M.
  • iShares 0-5 Year TIPS Bond ETF made up 12.85% of M. Kulyk & Associates's portfolio in Q2 2026, its #1 holding.
  • M. Kulyk & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.