MWM
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Maltin Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Maltin Wealth 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
Q1 		$3.28M Buy
31,734
+1,274
+4% +$131K 1.25% 29
2025
Q4 		$3.12M Buy
30,460
+1,164
+4% +$120K 1.24% 30
2025
Q3 		$3.03M Buy
29,296
+760
+3% +$78.4K 1.26% 31
2025
Q2 		$2.94M Buy
28,536
+2,616
+10% +$268K 1.32% 30
2025
Q1 		$2.68M Buy
25,920
+1,204
+5% +$123K 1.26% 25
2024
Q4 		$2.49M Buy
24,716
+2,161
+10% +$218K 1.22% 29
2024
Q3 		$2.29M Buy
22,555
+1,022
+5% +$102K 1.11% 32
2024
Q2 		$2.14M Buy
21,533
+3,280
+18% +$325K 1.15% 29
2024
Q1 		$1.81M Buy
18,253
+5,083
+39% +$502K 1.02% 34
2023
Q4 		$1.3M Buy
13,170
+9,781
+289% +$953K 0.83% 38
2023
Q3 		$328K Buy
+3,389
New +$329K 0.23% 83

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

Maltin Wealth Management's STIP Position: Q1 2026 in Review

Maltin Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.2% in Q1 2026, buying an estimated $131K and bringing the position to 31,734 shares worth $3.28M. The position accounts for 1.25% of the portfolio, ranked #29.

Maltin Wealth Management first reported a position in STIP in Q3 2023 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Maltin Wealth Management held 31,734 shares of iShares 0-5 Year TIPS Bond ETF worth $3.28M as of Q1 2026.
  • Maltin Wealth Management bought 1,274 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $131K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.25% of Maltin Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Maltin Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.