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
Q2 		$3.76M Buy
36,814
+5,080
+16% +$524K 1.26% 31
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 $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

Maltin Wealth Management's STIP Position: Q2 2026 in Review

Maltin Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 16% in Q2 2026, buying an estimated $524K and bringing the position to 36,814 shares worth $3.76M. The position accounts for 1.26% of the portfolio, ranked #31.

Maltin Wealth Management first reported a position in STIP in Q3 2023 and has held it in 12 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Maltin Wealth Management held 36,814 shares of iShares 0-5 Year TIPS Bond ETF worth $3.76M as of Q2 2026.
  • Maltin Wealth Management bought 5,080 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $524K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.26% of Maltin Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Maltin Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.