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 Q3	$8.42M	Buy	84,420 +5,691	+7%	+$573K	5.44%	5
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MJT & Associates Financial Advisory's STIP Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.2% in Q3 2026, buying an estimated $573K and bringing the position to 84,420 shares worth $8.42M. The position accounts for 5.44% of the portfolio, ranked #5.

MJT & Associates Financial Advisory first reported a position in STIP in Q2 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

MJT & Associates Financial Advisory held 84,420 shares of iShares 0-5 Year TIPS Bond ETF worth $8.42M as of Q3 2026.
MJT & Associates Financial Advisory bought 5,691 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $573K.
iShares 0-5 Year TIPS Bond ETF made up 5.44% of MJT & Associates Financial Advisory's portfolio in Q3 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 6 quarters since.
38 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.