Maltin Wealth Management
STIP icon

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
Q3 		$4.05M Buy
40,595
+3,781
+10% +$381K 1.31% 24
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

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Maltin Wealth Management's STIP Position: Q3 2026 in Review

Maltin Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 10% in Q3 2026, buying an estimated $381K and bringing the position to 40,595 shares worth $4.05M. The position accounts for 1.31% of the portfolio, ranked #24.

Maltin Wealth Management first reported a position in STIP in Q3 2023 and has held it in 13 quarters since. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Maltin Wealth Management held 40,595 shares of iShares 0-5 Year TIPS Bond ETF worth $4.05M as of Q3 2026.
  • Maltin Wealth Management bought 3,781 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $381K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.31% of Maltin Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Maltin Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.