Morton Community Bank’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Morton Community Bank’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	$331K	Hold	3,200	–	–	0.07%	104
2025 Q4	$329K	Hold	3,200	–	–	0.07%	106
2025 Q3	$330K	Hold	3,200	–	–	0.08%	108
2025 Q2	$329K	Hold	3,200	–	–	0.08%	102
2025 Q1	$331K	Hold	3,200	–	–	0.09%	99
2024 Q4	$322K	Hold	3,200	–	–	0.09%	106
2024 Q3	$324K	Hold	3,200	–	–	0.08%	103
2024 Q2	$318K	Hold	3,200	–	–	0.09%	102
2024 Q1	$318K	Hold	3,200	–	–	0.09%	102
2023 Q4	$315K	Buy	+3,200	New	+$312K	0.1%	102

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morton Community Bank's STIP Position: Q1 2026 in Review

Morton Community Bank held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 3,200 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #104.

Morton Community Bank first reported a position in STIP in Q4 2023 and has held it in 10 quarters since. The position peaked at $331K in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Morton Community Bank held 3,200 shares of iShares 0-5 Year TIPS Bond ETF worth $331K as of Q1 2026.
Morton Community Bank left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.07% of Morton Community Bank's portfolio in Q1 2026, its #104 holding.
Morton Community Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's iShares 0-5 Year TIPS Bond ETF position peaked at $331K in Q1 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.