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Mascoma Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mascoma Wealth Management’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 		– Hold
0
– – – 608
2026
Q1 		– Sell
-98
Closed -$10.1K – 515
2025
Q4 		$10.1K Hold
98
– – ﹤0.01% 314
2025
Q3 		$10.2K Hold
98
– – ﹤0.01% 324
2025
Q2 		$10.1K Sell
98
-1
-1% -$103 ﹤0.01% 321
2025
Q1 		$10.2K Sell
99
-545
-85% -$55.5K ﹤0.01% 328
2024
Q4 		$64.8K Sell
644
-422
-40% -$42.5K 0.02% 177
2024
Q3 		$108K Hold
1,066
– – 0.03% 135
2024
Q2 		$106K Sell
1,066
-286
-21% -$28.4K 0.03% 133
2024
Q1 		$134K Sell
1,352
-301
-18% -$29.7K 0.04% 119
2023
Q4 		$163K Sell
1,653
-1,258
-43% -$123K 0.05% 109
2023
Q3 		$282K Sell
2,911
-55
-2% -$5.34K 0.09% 81
2023
Q2 		$289K Sell
2,966
-33,308
-92% -$3.28M 0.09% 79
2023
Q1 		$3.6M Sell
36,274
-80,095
-69% -$7.83M 1.05% 19
2022
Q4 		$11.3M Buy
116,369
+20,835
+22% +$2.02M 3.58% 7
2022
Q3 		$9.18M Buy
95,534
+5,935
+7% +$594K 3.18% 7
2022
Q2 		$9.09M Buy
89,599
+12,768
+17% +$1.32M 3.11% 7
2022
Q1 		$8.06M Buy
76,831
+29,723
+63% +$3.13M 2.57% 9
2021
Q4 		$4.99M Buy
47,108
+19,009
+68% +$2.01M 1.73% 13
2021
Q3 		$2.97M Buy
28,099
+14,000
+99% +$1.49M 1.15% 22
2021
Q2 		$1.5M Buy
14,099
+13,849
+5,540% +$1.47M 0.64% 31
2021
Q1 		$26K Buy
+250
New +$26.3K 0.01% 270
2018
Q3 		– Sell
-29,083
Closed -$2.9M – 410
2018
Q2 		$2.9M Buy
29,083
+1,146
+4% +$114K 2.04% 13
2018
Q1 		$2.8M Buy
+27,937
New +$2.79M 1.84% 16
2017
Q3 		– Sell
-43,543
Closed -$4.37M – 413
2017
Q2 		$4.37M Buy
43,543
+3,325
+8% +$335K 2.95% 11
2017
Q1 		$4.08M Buy
40,218
+13,159
+49% +$1.33M 2.92% 11
2016
Q4 		$2.73M Buy
+27,059
New +$2.72M 2% 12

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

Mascoma Wealth Management's STIP Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 0 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Mascoma Wealth Management first reported a position in STIP in Q4 2016 and has held it in 25 quarters since. The position peaked at $11.3M in Q4 2022. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Mascoma Wealth Management held 0 shares of iShares 0-5 Year TIPS Bond ETF worth $36 as of Q2 2026.
  • Mascoma Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Mascoma Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • Mascoma Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $11.3M in Q4 2022.
  • 823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.