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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
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
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

Ewing Morris & Co Investment Partners's STIP Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.1% in Q1 2026, selling an estimated $99.1K and leaving 22,615 shares worth $2.34M. The position accounts for 1.05% of the portfolio, ranked #28.

Ewing Morris & Co Investment Partners first reported a position in STIP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.48M in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Ewing Morris & Co Investment Partners held 22,615 shares of iShares 0-5 Year TIPS Bond ETF worth $2.34M as of Q1 2026.
  • Ewing Morris & Co Investment Partners sold 963 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $99.1K.
  • iShares 0-5 Year TIPS Bond ETF made up 1.05% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #28 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 6 quarters since.
  • Ewing Morris & Co Investment Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $3.48M in Q1 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.