MC
STIP icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return