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 Q2	$327K	Hold	3,200	–	–	0.07%	109
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 $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Morton Community Bank's STIP Position: Q2 2026 in Review

Morton Community Bank held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 3,200 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #109.

Morton Community Bank first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. The position peaked at $331K in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Morton Community Bank held 3,200 shares of iShares 0-5 Year TIPS Bond ETF worth $327K as of Q2 2026.
Morton Community Bank left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.07% of Morton Community Bank's portfolio in Q2 2026, its #109 holding.
Morton Community Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
Morton Community Bank's iShares 0-5 Year TIPS Bond ETF position peaked at $331K in Q1 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.