Marshall & Sterling Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Marshall & Sterling Wealth 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	$170K	Buy	1,663 +31	+2%	+$3.2K	0.1%	99
2026 Q1	$169K	Hold	1,632	–	–	0.11%	99
2025 Q4	$167K	Buy	1,632 +21	+1%	+$2.16K	0.11%	92
2025 Q3	$167K	Buy	1,611 +17	+1%	+$1.75K	0.11%	95
2025 Q2	$164K	Buy	1,594 +25	+2%	+$2.56K	0.11%	90
2025 Q1	$162K	Buy	1,569 +2	+0.1%	+$204	0.11%	92
2024 Q4	$158K	Buy	+1,567	New	+$158K	0.11%	89

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

Marshall & Sterling Wealth Advisors's STIP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q2 2026, buying an estimated $3.2K and bringing the position to 1,663 shares worth $170K. The position accounts for 0.1% of the portfolio, ranked #99.

Marshall & Sterling Wealth Advisors first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,663 shares of iShares 0-5 Year TIPS Bond ETF worth $170K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 31 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.2K.
iShares 0-5 Year TIPS Bond ETF made up 0.1% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.