MAS
STIP icon

Madden Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Madden Advisory Services’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 		$3.47M Buy
33,517
+300
+0.9% +$30.9K 1.37% 23
2025
Q4 		$3.4M Buy
33,217
+527
+2% +$54.3K 1.37% 24
2025
Q3 		$3.38M Buy
32,690
+2,478
+8% +$256K 1.31% 25
2025
Q2 		$3.11M Buy
30,212
+476
+2% +$48.8K 1.33% 23
2025
Q1 		$3.08M Buy
29,736
+342
+1% +$34.8K 1.43% 22
2024
Q4 		$2.96M Buy
29,394
+173
+0.6% +$17.4K 1.37% 23
2024
Q3 		$2.96M Buy
29,221
+346
+1% +$34.7K 1.36% 23
2024
Q2 		$2.87M Buy
28,875
+712
+3% +$70.6K 1.46% 23
2024
Q1 		$2.8M Sell
28,163
-871
-3% -$86.1K 1.48% 23
2023
Q4 		$2.86M Sell
29,034
-1,322
-4% -$129K 1.61% 22
2023
Q3 		$2.94M Buy
30,356
+3,497
+13% +$340K 1.86% 18
2023
Q2 		$2.62M Buy
26,859
+2,193
+9% +$216K 1.7% 18
2023
Q1 		$2.45M Buy
24,666
+191
+0.8% +$18.7K 1.72% 18
2022
Q4 		$2.37M Buy
24,475
+917
+4% +$89.1K 1.78% 17
2022
Q3 		$2.26M Buy
23,558
+616
+3% +$61.7K 1.81% 18
2022
Q2 		$2.33M Buy
22,942
+3,944
+21% +$407K 1.76% 18
2022
Q1 		$1.99M Buy
18,998
+939
+5% +$98.9K 1.35% 20
2021
Q4 		$1.91M Buy
18,059
+1,982
+12% +$210K 1.26% 21
2021
Q3 		$1.7M Buy
16,077
+1,036
+7% +$110K 1.21% 21
2021
Q2 		$1.6M Hold
15,041
– – 1.18% 23
2021
Q1 		$1.59M Buy
15,041
+19
+0.1% +$2K 1.24% 22
2020
Q4 		$1.57M Buy
15,022
+197
+1% +$20.4K 1.32% 19
2020
Q3 		$1.54M Sell
14,825
-100
-0.7% -$10.3K 1.47% 17
2020
Q2 		$1.53M Sell
14,925
-20,960
-58% -$2.13M 1.58% 15
2020
Q1 		$3.58M Sell
35,885
-168
-0.5% -$16.9K 2.48% 13
2019
Q4 		$3.63M Sell
36,053
-1,130
-3% -$113K 2.37% 12
2019
Q3 		$3.72M Sell
37,183
-3,079
-8% -$308K 2.65% 10
2019
Q2 		$4.05M Sell
40,262
-3,884
-9% -$389K 2.53% 14
2019
Q1 		$4.4M Sell
44,146
-972
-2% -$96.1K 2.36% 13
2018
Q4 		$4.42M Buy
45,118
+38,433
+575% +$3.77M 2.67% 11
2018
Q3 		$660K Buy
6,685
+50
+0.8% +$4.95K 0.4% 55
2018
Q2 		$661K Hold
6,635
– – 0.42% 55
2018
Q1 		$664K Hold
6,635
– – 0.4% 61
2017
Q4 		$662K Sell
6,635
-341
-5% -$34.2K 0.4% 61
2017
Q3 		$700K Sell
6,976
-350
-5% -$35.2K 0.44% 58
2017
Q2 		$735K Sell
7,326
-774
-10% -$78.1K 0.48% 52
2017
Q1 		$821K Sell
8,100
-470
-5% -$47.5K 0.53% 49
2016
Q4 		$863K Sell
8,570
-5,135
-37% -$517K 0.58% 50
2016
Q3 		$1.39M Sell
13,705
-75
-0.5% -$7.57K 0.85% 38
2016
Q2 		$1.4M Sell
13,780
-405
-3% -$40.8K 0.86% 35
2016
Q1 		$1.43M Hold
14,185
– – 0.93% 35
2015
Q4 		$1.4M Sell
14,185
-590
-4% -$58.5K 0.92% 34
2015
Q3 		$1.47M Sell
14,775
-610
-4% -$60.6K 0.96% 30
2015
Q2 		$1.54M Sell
15,385
-490
-3% -$48.9K 0.92% 34
2015
Q1 		$1.58M Sell
15,875
-1,315
-8% -$131K 0.95% 37
2014
Q4 		$1.7M Sell
17,190
-869
-5% -$87K 0.97% 33
2014
Q3 		$1.81M Sell
18,059
-2,375
-12% -$241K 0.94% 29
2014
Q2 		$2.09M Sell
20,434
-3,565
-15% -$363K 1.07% 25
2014
Q1 		$2.43M Sell
23,999
-12,758
-35% -$1.29M 1.33% 18
2013
Q4 		$3.71M Sell
36,757
-14,127
-28% -$1.43M 2.79% 9
2013
Q3 		$5.15M Sell
50,884
-44,043
-46% -$4.45M 4.48% 4
2013
Q2 		$9.56M Buy
+94,927
New +$9.7M 7.85% 2

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

Madden Advisory Services's STIP Position: Q1 2026 in Review

Madden Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.9% in Q1 2026, buying an estimated $30.9K and bringing the position to 33,517 shares worth $3.47M. The position accounts for 1.37% of the portfolio, ranked #23.

Madden Advisory Services first reported a position in STIP in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.56M in Q2 2013. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Madden Advisory Services held 33,517 shares of iShares 0-5 Year TIPS Bond ETF worth $3.47M as of Q1 2026.
  • Madden Advisory Services bought 300 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $30.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.37% of Madden Advisory Services's portfolio in Q1 2026, its #23 holding.
  • Madden Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Madden Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $9.56M in Q2 2013.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.