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Martin Capital Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Martin Capital Partners’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 		$3.29M Sell
32,237
-948
-3% -$97.8K 1.21% 39
2026
Q1 		$3.43M Sell
33,185
-166
-0.5% -$17.1K 1.28% 39
2025
Q4 		$3.42M Buy
33,351
+6
+0% +$618 1.28% 40
2025
Q3 		$3.45M Sell
33,345
-2,671
-7% -$275K 1.34% 38
2025
Q2 		$3.71M Buy
36,016
+16,690
+86% +$1.71M 1.45% 35
2025
Q1 		$2M Sell
19,326
-1,083
-5% -$110K 2.39% 16
2024
Q4 		$2.05M Sell
20,409
-9,144
-31% -$922K 2.44% 16
2024
Q3 		$2.99M Sell
29,553
-5,868
-17% -$588K 1.48% 40
2024
Q2 		$3.52M Buy
35,421
+539
+2% +$53.5K 1.42% 39
2024
Q1 		$3.47M Sell
34,882
-1,236
-3% -$122K 1.33% 40
2023
Q4 		$3.56M Sell
36,118
-621
-2% -$60.5K 1.45% 36
2023
Q3 		$3.56M Buy
36,739
+314
+0.9% +$30.5K 1.5% 36
2023
Q2 		$3.56M Sell
36,425
-1,218
-3% -$120K 1.44% 39
2023
Q1 		$3.73M Buy
37,643
+1,543
+4% +$151K 1.55% 36
2022
Q4 		$3.5M Buy
36,100
+1,588
+5% +$154K 1.44% 38
2022
Q3 		$3.32M Buy
34,512
+3,925
+13% +$393K 1.54% 36
2022
Q2 		$3.1M Sell
30,587
-20
-0.1% -$2.06K 1.47% 39
2022
Q1 		$3.21M Buy
30,607
+38
+0.1% +$4K 1.47% 37
2021
Q4 		$3.24M Buy
30,569
+668
+2% +$70.8K 1.53% 36
2021
Q3 		$3.16M Buy
29,901
+756
+3% +$80.2K 1.59% 34
2021
Q2 		$3.1M Buy
29,145
+3,707
+15% +$394K 1.57% 37
2021
Q1 		$2.69M Buy
25,438
+997
+4% +$105K 1.43% 39
2020
Q4 		$2.55M Buy
24,441
+3,448
+16% +$358K 1.49% 35
2020
Q3 		$2.19M Buy
20,993
+191
+0.9% +$19.8K 1.46% 34
2020
Q2 		$2.13M Buy
20,802
+1,767
+9% +$179K 1.5% 36
2020
Q1 		$1.9M Buy
19,035
+638
+3% +$64.1K 1.45% 36
2019
Q4 		$1.85M Buy
18,397
+429
+2% +$43K 1.1% 42
2019
Q3 		$1.8M Buy
17,968
+370
+2% +$37.1K 1.21% 41
2019
Q2 		$1.77M Buy
17,598
+337
+2% +$33.7K 1.25% 39
2019
Q1 		$1.72M Buy
17,261
+4,444
+35% +$439K 1.33% 39
2018
Q4 		$1.26M Buy
12,817
+3,428
+37% +$337K 1.16% 41
2018
Q3 		$927K Buy
9,389
+444
+5% +$44K 0.83% 40
2018
Q2 		$892K Buy
8,945
+335
+4% +$33.4K 0.91% 39
2018
Q1 		$862K Sell
8,610
-16
-0.2% -$1.6K 0.86% 37
2017
Q4 		$861K Buy
+8,626
New +$865K 0.89% 37

Other funds holding STIP

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
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

Martin Capital Partners's STIP Position: Q2 2026 in Review

Martin Capital Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.9% in Q2 2026, selling an estimated $97.8K and leaving 32,237 shares worth $3.29M. The position accounts for 1.21% of the portfolio, ranked #39.

Martin Capital Partners first reported a position in STIP in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.73M in Q1 2023. 206 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Martin Capital Partners held 32,237 shares of iShares 0-5 Year TIPS Bond ETF worth $3.29M as of Q2 2026.
  • Martin Capital Partners sold 948 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $97.8K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.21% of Martin Capital Partners's portfolio in Q2 2026, its #39 holding.
  • Martin Capital Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Martin Capital Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $3.73M in Q1 2023.
  • 206 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Martin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.