MWA
STIP icon

Medallion Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Medallion Wealth Advisors’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 		$142K Buy
1,466
+140
+11% +$14.4K 0.04% 290
2026
Q1 		$137K Buy
1,326
+538
+68% +$55.4K 0.04% 304
2025
Q4 		$80.7K Buy
788
+320
+68% +$32.9K 0.03% 386
2025
Q3 		$48.4K Hold
468
– – 0.02% 473
2025
Q2 		$47.9K Hold
468
– – 0.02% 469
2025
Q1 		$48.1K Buy
468
+7
+2% +$713 0.02% 433
2024
Q4 		$46.4K Buy
+461
New +$46.5K 0.02% 423

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

Medallion Wealth Advisors's STIP Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,466 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #290.

Medallion Wealth Advisors first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Medallion Wealth Advisors held 1,466 shares of iShares 0-5 Year TIPS Bond ETF worth $142K as of Q2 2026.
  • Medallion Wealth Advisors bought 140 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $14.4K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • Medallion Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.