MAFA
STIP icon

MJT & Associates Financial Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

MJT & Associates Financial Advisory’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 		$8.04M Buy
78,729
+1,902
+2% +$196K 5.32% 5
2026
Q1 		$7.95M Buy
76,827
+6,613
+9% +$681K 5.83% 4
2025
Q4 		$7.19M Buy
70,214
+3,504
+5% +$361K 5.37% 4
2025
Q3 		$6.9M Buy
66,710
+56,314
+542% +$5.81M 5.61% 4
2025
Q2 		$1.07M Buy
+10,396
New +$1.07M 1.33% 12

Other funds holding STIP

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

MJT & Associates Financial Advisory's STIP Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 2.5% in Q2 2026, buying an estimated $196K and bringing the position to 78,729 shares worth $8.04M. The position accounts for 5.32% of the portfolio, ranked #5.

MJT & Associates Financial Advisory first reported a position in STIP in Q2 2025 and has held it in 5 quarters since. 218 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • MJT & Associates Financial Advisory held 78,729 shares of iShares 0-5 Year TIPS Bond ETF worth $8.04M as of Q2 2026.
  • MJT & Associates Financial Advisory bought 1,902 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $196K.
  • iShares 0-5 Year TIPS Bond ETF made up 5.32% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #5 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 218 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.