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

Market Street Wealth Management Advisors’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 		$356K Buy
3,483
+65
+2% +$6.7K 0.05% 95
2026
Q1 		$354K Buy
3,418
+18
+0.5% +$1.85K 0.06% 83
2025
Q4 		$348K Buy
3,400
+22
+0.7% +$2.27K 0.05% 83
2025
Q3 		$349K Buy
3,378
+7
+0.2% +$722 0.06% 83
2025
Q2 		$347K Buy
3,371
+71
+2% +$7.28K 0.06% 81
2025
Q1 		$341K Buy
3,300
+23
+0.7% +$2.34K 0.06% 80
2024
Q4 		$330K Buy
3,277
+45
+1% +$4.54K 0.06% 79
2024
Q3 		$327K Buy
3,232
+364
+13% +$36.5K 0.05% 82
2024
Q2 		$285K Buy
2,868
+76
+3% +$7.54K 0.05% 83
2024
Q1 		$278K Buy
2,792
+12
+0.4% +$1.19K 0.05% 87
2023
Q4 		$274K Buy
2,780
+81
+3% +$7.89K 0.06% 88
2023
Q3 		$262K Buy
2,699
+81
+3% +$7.87K 0.07% 89
2023
Q2 		$256K Sell
2,618
-2,364
-47% -$233K 0.06% 86
2023
Q1 		$494K Sell
4,982
-482
-9% -$47.1K 0.13% 74
2022
Q4 		$530K Buy
5,464
+2,585
+90% +$251K 0.15% 71
2022
Q3 		$277K Sell
2,879
-4,491
-61% -$450K 0.09% 82
2022
Q2 		$748K Buy
+7,370
New +$761K 0.23% 60

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 22.9% 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

Market Street Wealth Management Advisors's STIP Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q2 2026, buying an estimated $6.7K and bringing the position to 3,483 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #95.

Market Street Wealth Management Advisors first reported a position in STIP in Q2 2022 and has held it in 17 quarters since. The position peaked at $748K in Q2 2022. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Market Street Wealth Management Advisors held 3,483 shares of iShares 0-5 Year TIPS Bond ETF worth $356K as of Q2 2026.
  • Market Street Wealth Management Advisors bought 65 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.7K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #95 holding.
  • Market Street Wealth Management Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Market Street Wealth Management Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $748K in Q2 2022.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.