DWM
STIP icon

Darwin Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Darwin Wealth 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
Q1 		$212 Hold
2
– – ﹤0.01% 572
2025
Q4 		$209 Hold
2
– – ﹤0.01% 621
2025
Q3 		$211 Hold
2
– – ﹤0.01% 576
2025
Q2 		$211 Sell
2
-33
-94% -$3.38K ﹤0.01% 576
2025
Q1 		$3.52K Hold
35
– – ﹤0.01% 468
2024
Q4 		$3.52K Hold
35
– – ﹤0.01% 468
2024
Q3 		$3.55K Buy
+35
New +$3.51K ﹤0.01% 484
2020
Q2 		– Sell
-2,216
Closed -$220K – 686
2020
Q1 		$220K Sell
2,216
-114
-5% -$11.5K 0.07% 125
2019
Q4 		$235K Sell
2,330
-323
-12% -$32.4K 0.06% 140
2019
Q3 		$266K Sell
2,653
-53
-2% -$5.31K 0.08% 130
2019
Q2 		$272K Sell
2,706
-637
-19% -$63.7K 0.08% 129
2019
Q1 		$333K Buy
3,343
+35
+1% +$3.46K 0.11% 115
2018
Q4 		$322K Buy
3,308
+89
+3% +$8.74K 0.22% 71
2018
Q3 		$308K Buy
3,219
+931
+41% +$92.2K 0.17% 97
2018
Q2 		$215K Buy
+2,288
New +$228K 0.14% 120
2018
Q1 		– Sell
-7,019
Closed -$701K – 151
2017
Q4 		$701K Buy
+7,019
New +$704K 0.3% 77
2017
Q3 		– Sell
-6,939
Closed -$697K – 122
2017
Q2 		$697K Sell
6,939
-754
-10% -$76.1K 0.39% 78
2017
Q1 		$780K Buy
7,693
+2,908
+61% +$294K 0.45% 66
2016
Q4 		$482K Buy
+4,785
New +$482K 0.32% 67

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

Darwin Wealth Management's STIP Position: Q1 2026 in Review

Darwin Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 2 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Darwin Wealth Management first reported a position in STIP in Q4 2016 and has held it in 19 quarters since. The position peaked at $780K in Q1 2017. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Darwin Wealth Management held 2 shares of iShares 0-5 Year TIPS Bond ETF worth $212 as of Q1 2026.
  • Darwin Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #572 holding.
  • Darwin Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2016 and has held it in 19 quarters since.
  • Darwin Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $780K in Q1 2017.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.