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

McMorgan & 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	$13.2M	Buy	128,819 +216	+0.2%	+$22.3K	1.98%	18
2026 Q1	$13.3M	Buy	128,603 +3,145	+3%	+$324K	2.15%	15
2025 Q4	$12.8M	Buy	125,458 +4,021	+3%	+$414K	2.13%	14
2025 Q3	$12.6M	Buy	121,437 +28,310	+30%	+$2.92M	1.93%	14
2025 Q2	$9.58M	Buy	93,127 +1,042	+1%	+$107K	1.41%	18
2025 Q1	$9.53M	Buy	+92,085	New	+$9.38M	1.52%	18
2023 Q1	–	Sell	-85,651	Closed	-$8.3M	–	58
2022 Q4	$8.3M	Buy	85,651 +1,095	+1%	+$106K	1.78%	9
2022 Q3	$8.13M	Buy	+84,556	New	+$8.47M	1.92%	9

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

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

McMorgan & Co increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.17% in Q2 2026, buying an estimated $22.3K and bringing the position to 128,819 shares worth $13.2M. The position accounts for 1.98% of the portfolio, ranked #18.

McMorgan & Co first reported a position in STIP in Q3 2022 and has held it in 8 quarters since. The position peaked at $13.3M in Q1 2026. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

McMorgan & Co held 128,819 shares of iShares 0-5 Year TIPS Bond ETF worth $13.2M as of Q2 2026.
McMorgan & Co bought 216 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $22.3K.
iShares 0-5 Year TIPS Bond ETF made up 1.98% of McMorgan & Co's portfolio in Q2 2026, its #18 holding.
McMorgan & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 8 quarters since.
McMorgan & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $13.3M in Q1 2026.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.