Marotta Asset Management
STIP icon

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
Q3 		$1.7M Buy
17,033
+2,724
+19% +$274K 0.29% 50
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

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MASECO Private Wealth
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Marotta Asset Management's STIP Position: Q3 2026 in Review

Marotta Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 19% in Q3 2026, buying an estimated $274K and bringing the position to 17,033 shares worth $1.7M. The position accounts for 0.29% of the portfolio, ranked #50.

Marotta Asset Management first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Marotta Asset Management held 17,033 shares of iShares 0-5 Year TIPS Bond ETF worth $1.7M as of Q3 2026.
  • Marotta Asset Management bought 2,724 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $274K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.29% of Marotta Asset Management's portfolio in Q3 2026, its #50 holding.
  • Marotta Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.