Ewing Morris & Co Investment Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Ewing Morris & Co Investment Partners’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	$877K	Sell	8,585 -14,030	-62%	-$1.45M	0.46%	47
2026 Q1	$2.34M	Sell	22,615 -963	-4%	-$99.1K	1.05%	28
2025 Q4	$2.44M	Buy	23,578 +85	+0.4%	+$8.75K	1.07%	25
2025 Q3	$2.43M	Buy	23,493 +1,443	+7%	+$149K	1.04%	31
2025 Q2	$2.27M	Sell	22,050 -1,297	-6%	-$133K	1.02%	30
2025 Q1	$3.48M	Buy	23,347 +12,962	+125%	+$1.32M	1.1%	29
2024 Q4	$1.04M	Buy	+10,385	New	+$1.05M	0.36%	59

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

Ewing Morris & Co Investment Partners's STIP Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 62% in Q2 2026, selling an estimated $1.45M and leaving 8,585 shares worth $877K. The position accounts for 0.46% of the portfolio, ranked #47.

Ewing Morris & Co Investment Partners first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.48M in Q1 2025. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Ewing Morris & Co Investment Partners held 8,585 shares of iShares 0-5 Year TIPS Bond ETF worth $877K as of Q2 2026.
Ewing Morris & Co Investment Partners sold 14,030 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.45M.
iShares 0-5 Year TIPS Bond ETF made up 0.46% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #47 holding.
Ewing Morris & Co Investment Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Ewing Morris & Co Investment Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $3.48M in Q1 2025.
825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.