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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
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

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

MKT Advisors's STIP Position: Q2 2026 in Review

MKT Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 2,540 shares worth $257K. The stake represents 0.08% of the portfolio and ranks #136 among its holdings. This is a return to the name: MKT Advisors previously reported a position in STIP as recently as Q3 2025.

MKT Advisors first reported a position in STIP in Q2 2025 and has held it in 3 quarters since. The position peaked at $281K in Q3 2025. 234 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • MKT Advisors held 2,540 shares of iShares 0-5 Year TIPS Bond ETF worth $257K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new MKT Advisors position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of MKT Advisors's portfolio in Q2 2026, its #136 holding.
  • MKT Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • MKT Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $281K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.