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

MKT 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 Q3	$275K	Buy	2,750 +210	+8%	+$21.2K	0.09%	122
2026 Q2	$257K	Buy	+2,540	New	+$262K	0.08%	136
2025 Q4	–	Sell	-2,720	Closed	-$281K	–	171
2025 Q3	$281K	Buy	2,720 +326	+14%	+$33.6K	0.1%	133
2025 Q2	$245K	Buy	+2,394	New	+$246K	0.1%	141

Other funds holding STIP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

MKT Advisors's STIP Position: Q3 2026 in Review

MKT Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.3% in Q3 2026, buying an estimated $21.2K and bringing the position to 2,750 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #122.

MKT Advisors first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $281K in Q3 2025. 702 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

MKT Advisors held 2,750 shares of iShares 0-5 Year TIPS Bond ETF worth $275K as of Q3 2026.
MKT Advisors bought 210 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $21.2K.
iShares 0-5 Year TIPS Bond ETF made up 0.09% of MKT Advisors's portfolio in Q3 2026, its #122 holding.
MKT Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
MKT Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $281K in Q3 2025.
702 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.