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Martin & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Martin & Co’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 		$54.9M Hold
537,540
– – 8.58% 2
2026
Q1 		$55.6M Hold
537,540
– – 9.46% 2
2025
Q4 		$55M Hold
537,540
– – 9.45% 2
2025
Q3 		$55.6M Hold
537,540
– – 9.89% 2
2025
Q2 		$55.3M Hold
537,540
– – 10.18% 2
2025
Q1 		$55.6M Buy
+537,540
New +$54.8M 10.74% 2

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Martin & Co's STIP Position: Q2 2026 in Review

Martin & Co held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 537,540 shares worth $54.9M. The position accounts for 8.58% of the portfolio, ranked #2.

Martin & Co first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $55.6M in Q1 2025. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Martin & Co held 537,540 shares of iShares 0-5 Year TIPS Bond ETF worth $54.9M as of Q2 2026.
  • Martin & Co left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 8.58% of Martin & Co's portfolio in Q2 2026, its #2 holding.
  • Martin & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Martin & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $55.6M in Q1 2025.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Martin & Co's 13F filing for Q2 2026, filed 12 Aug 2026.