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Marotta Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Marotta Asset 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 		$1.45M Buy
14,309
+8,776
+159% +$905K 0.24% 52
2026
Q1 		$571K Buy
5,533
+2,072
+60% +$213K 0.11% 64
2025
Q4 		$354K Buy
+3,461
New +$356K 0.07% 78

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Marotta Asset Management's STIP Position: Q2 2026 in Review

Marotta Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 159% in Q2 2026, buying an estimated $905K and bringing the position to 14,309 shares worth $1.45M. The position accounts for 0.24% of the portfolio, ranked #52.

Marotta Asset Management first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Marotta Asset Management held 14,309 shares of iShares 0-5 Year TIPS Bond ETF worth $1.45M as of Q2 2026.
  • Marotta Asset Management bought 8,776 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $905K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.24% of Marotta Asset Management's portfolio in Q2 2026, its #52 holding.
  • Marotta Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.