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 Q3	$169K	Buy	1,691 +28	+2%	+$2.82K	0.1%	103
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's STIP Position: Q3 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.7% in Q3 2026, buying an estimated $2.82K and bringing the position to 1,691 shares worth $169K. The position accounts for 0.1% of the portfolio, ranked #103.

Marshall & Sterling Wealth Advisors first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $170K in Q2 2026. 692 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Marshall & Sterling Wealth Advisors held 1,691 shares of iShares 0-5 Year TIPS Bond ETF worth $169K as of Q3 2026.
Marshall & Sterling Wealth Advisors bought 28 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $2.82K.
iShares 0-5 Year TIPS Bond ETF made up 0.1% of Marshall & Sterling Wealth Advisors's portfolio in Q3 2026, its #103 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 8 quarters since.
Marshall & Sterling Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $170K in Q2 2026.
692 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.