MAI Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

MAI Capital Management’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	$50.5M	Buy	494,193 +258,687	+110%	+$26.7M	0.19%	103
2026 Q1	$24.4M	Buy	235,506 +5,275	+2%	+$543K	0.14%	138
2025 Q4	$23.6M	Buy	230,231 +4,502	+2%	+$463K	0.14%	138
2025 Q3	$23.3M	Buy	225,729 +9,566	+4%	+$987K	0.15%	131
2025 Q2	$22.2M	Sell	216,163 -13,545	-6%	-$1.39M	0.15%	129
2025 Q1	$23.8M	Buy	229,708 +8,374	+4%	+$853K	0.18%	118
2024 Q4	$22.3M	Buy	+221,334	New	+$22.3M	0.17%	119

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

MAI Capital Management's STIP Position: Q2 2026 in Review

MAI Capital Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 110% in Q2 2026, buying an estimated $26.7M and bringing the position to 494,193 shares worth $50.5M. The position accounts for 0.19% of the portfolio, ranked #103.

MAI Capital Management first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

MAI Capital Management held 494,193 shares of iShares 0-5 Year TIPS Bond ETF worth $50.5M as of Q2 2026.
MAI Capital Management bought 258,687 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $26.7M.
iShares 0-5 Year TIPS Bond ETF made up 0.19% of MAI Capital Management's portfolio in Q2 2026, its #103 holding.
MAI Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.