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 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 $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's STIP Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 1,632 shares worth $169K. The position accounts for 0.11% of the portfolio, ranked #99.

Marshall & Sterling Wealth Advisors first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Marshall & Sterling Wealth Advisors held 1,632 shares of iShares 0-5 Year TIPS Bond ETF worth $169K as of Q1 2026.
Marshall & Sterling Wealth Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.11% of Marshall & Sterling Wealth Advisors's portfolio in Q1 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 6 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.