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

Maridea 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	$320K	Sell	3,129 -1,451	-32%	-$150K	0.03%	401
2026 Q1	$474K	Sell	4,580 -231	-5%	-$23.8K	0.07%	260
2025 Q4	$493K	Buy	4,811 +2,479	+106%	+$255K	0.07%	252
2025 Q3	$241K	Buy	2,332 +204	+10%	+$21K	0.04%	367
2025 Q2	$219K	Buy	+2,128	New	+$218K	0.06%	248

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

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

Maridea Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 32% in Q2 2026, selling an estimated $150K and leaving 3,129 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #401.

Maridea Wealth Management first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. The position peaked at $493K in Q4 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Maridea Wealth Management held 3,129 shares of iShares 0-5 Year TIPS Bond ETF worth $320K as of Q2 2026.
Maridea Wealth Management sold 1,451 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $150K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #401 holding.
Maridea Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
Maridea Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $493K in Q4 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.