Sugar Maple Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Sugar Maple Asset Management’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	$9.06M	Buy	88,680 +9,084	+11%	+$937K	5.84%	5
2026 Q1	$8.23M	Buy	79,596 +6,051	+8%	+$623K	5%	7
2025 Q4	$7.53M	Buy	73,545 +3,762	+5%	+$387K	5.06%	7
2025 Q3	$7.21M	Buy	69,783 +4,987	+8%	+$514K	5.16%	6
2025 Q2	$6.67M	Buy	64,796 +17	+0%	+$1.74K	5.2%	6
2025 Q1	$6.7M	Buy	64,779 +4,765	+8%	+$486K	5.28%	6
2024 Q4	$6.04M	Buy	+60,014	New	+$6.05M	4.59%	7

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

Sugar Maple Asset Management's STIP Position: Q2 2026 in Review

Sugar Maple Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 11% in Q2 2026, buying an estimated $937K and bringing the position to 88,680 shares worth $9.06M. The position accounts for 5.84% of the portfolio, ranked #5.

Sugar Maple Asset Management first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Sugar Maple Asset Management held 88,680 shares of iShares 0-5 Year TIPS Bond ETF worth $9.06M as of Q2 2026.
Sugar Maple Asset Management bought 9,084 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $937K.
iShares 0-5 Year TIPS Bond ETF made up 5.84% of Sugar Maple Asset Management's portfolio in Q2 2026, its #5 holding.
Sugar Maple Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.