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

Madden Securities’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 		$465K Buy
4,550
+210
+5% +$21.7K 0.13% 89
2026
Q1 		$449K Buy
4,340
+130
+3% +$13.4K 0.14% 85
2025
Q4 		$431K Hold
4,210
– – 0.13% 91
2025
Q3 		$435K Hold
4,210
– – 0.13% 87
2025
Q2 		$433K Sell
4,210
-185
-4% -$19K 0.15% 84
2025
Q1 		$455K Buy
4,395
+245
+6% +$25K 0.18% 85
2024
Q4 		$417K Buy
4,150
+120
+3% +$12.1K 0.17% 86
2024
Q3 		$408K Buy
4,030
+45
+1% +$4.51K 0.18% 80
2024
Q2 		$396K Hold
3,985
– – 0.18% 79
2024
Q1 		$396K Buy
3,985
+300
+8% +$29.6K 0.18% 74
2023
Q4 		$363K Sell
3,685
-70
-2% -$6.82K 0.19% 73
2023
Q3 		$364K Sell
3,755
-265
-7% -$25.7K 0.21% 69
2023
Q2 		$392K Sell
4,020
-225
-5% -$22.1K 0.2% 68
2023
Q1 		$421K Sell
4,245
-335
-7% -$32.7K 0.22% 67
2022
Q4 		$444K Sell
4,580
-235
-5% -$22.8K 0.23% 69
2022
Q3 		$463K Hold
4,815
– – 0.28% 67
2022
Q2 		$488K Hold
4,815
– – 0.27% 68
2022
Q1 		$505K Buy
4,815
+1,295
+37% +$136K 0.23% 70
2021
Q4 		$373K Buy
+3,520
New +$373K 0.17% 82

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

Madden Securities's STIP Position: Q2 2026 in Review

Madden Securities increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.8% in Q2 2026, buying an estimated $21.7K and bringing the position to 4,550 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #89.

Madden Securities first reported a position in STIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $505K in Q1 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Madden Securities held 4,550 shares of iShares 0-5 Year TIPS Bond ETF worth $465K as of Q2 2026.
  • Madden Securities bought 210 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $21.7K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.13% of Madden Securities's portfolio in Q2 2026, its #89 holding.
  • Madden Securities first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Madden Securities's iShares 0-5 Year TIPS Bond ETF position peaked at $505K in Q1 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.