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

Montag & Associates’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
Q1 		$1.61M Buy
15,613
+1,115
+8% +$115K 0.08% 188
2025
Q4 		$1.48M Buy
+14,498
New +$1.49M 0.07% 189
2023
Q3 		– Sell
-402
Closed -$39.2K – 940
2023
Q2 		$39.2K Hold
402
– – ﹤0.01% 602
2023
Q1 		$39.9K Buy
+402
New +$39.3K ﹤0.01% 593

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Montag & Associates's STIP Position: Q1 2026 in Review

Montag & Associates increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.7% in Q1 2026, buying an estimated $115K and bringing the position to 15,613 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #188.

Montag & Associates first reported a position in STIP in Q1 2023 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Montag & Associates held 15,613 shares of iShares 0-5 Year TIPS Bond ETF worth $1.61M as of Q1 2026.
  • Montag & Associates bought 1,115 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $115K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of Montag & Associates's portfolio in Q1 2026, its #188 holding.
  • Montag & Associates first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.