Fairview Capital Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fairview Capital Investment 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	$4.24M	Buy	40,976 +5,300	+15%	+$546K	0.23%	65
2025 Q4	$3.65M	Buy	35,676 +1,820	+5%	+$187K	0.19%	65
2025 Q3	$3.5M	Buy	33,856 +1,010	+3%	+$104K	0.18%	66
2025 Q2	$3.38M	Buy	32,846 +6,050	+23%	+$621K	0.17%	69
2025 Q1	$2.77M	Buy	26,796 +2,775	+12%	+$283K	0.15%	69
2024 Q4	$2.42M	Buy	24,021 +2,625	+12%	+$265K	0.13%	72
2024 Q3	$2.17M	Sell	21,396 -384	-2%	-$38.5K	0.12%	73
2024 Q2	$2.17M	Buy	21,780 +1,038	+5%	+$103K	0.12%	73
2024 Q1	$2.06M	Sell	20,742 -310	-1%	-$30.6K	0.12%	78
2023 Q4	$2.08M	Sell	21,052 -2,075	-9%	-$202K	0.12%	71
2023 Q3	$2.24M	Buy	23,127 +1,375	+6%	+$134K	0.14%	68
2023 Q2	$2.12M	Sell	21,752 -1,400	-6%	-$138K	0.13%	69
2023 Q1	$2.3M	Sell	23,152 -1,700	-7%	-$166K	0.15%	67
2022 Q4	$2.41M	Sell	24,852 -7,700	-24%	-$748K	0.16%	64
2022 Q3	$3.13M	Buy	32,552 +910	+3%	+$91.1K	0.22%	55
2022 Q2	$3.21M	Hold	31,642	–	–	0.22%	60
2022 Q1	$3.32M	Sell	31,642 -325	-1%	-$34.2K	0.21%	59
2021 Q4	$3.38M	Buy	31,967 +1,530	+5%	+$162K	0.22%	57
2021 Q3	$3.21M	Sell	30,437 -600	-2%	-$63.7K	0.22%	58
2021 Q2	$3.3M	Buy	31,037 +1,800	+6%	+$191K	0.23%	57
2021 Q1	$3.09M	Sell	29,237 -1,100	-4%	-$116K	0.11%	87
2020 Q4	$3.17M	Sell	30,337 -175	-0.6%	-$18.1K	0.13%	73
2020 Q3	$3.17M	Sell	30,512 -175	-0.6%	-$18.1K	0.15%	69
2020 Q2	$3.14M	Hold	30,687	–	–	0.15%	65
2020 Q1	$3.06M	Sell	30,687 -2,150	-7%	-$216K	0.18%	60
2019 Q4	$3.31M	Sell	32,837 -1,026	-3%	-$103K	0.16%	62
2019 Q3	$3.39M	Sell	33,863 -246	-0.7%	-$24.6K	0.17%	64
2019 Q2	$3.43M	Buy	34,109 +699	+2%	+$69.9K	0.17%	64
2019 Q1	$3.33M	Buy	33,410 +6,400	+24%	+$633K	0.18%	64
2018 Q4	$2.65M	Buy	27,010 +24,400	+935%	+$2.4M	0.16%	65
2018 Q3	$258K	Buy	+2,610	New	+$258K	0.01%	129

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fairview Capital Investment Management's STIP Position: Q1 2026 in Review

Fairview Capital Investment Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 15% in Q1 2026, buying an estimated $546K and bringing the position to 40,976 shares worth $4.24M. The position accounts for 0.23% of the portfolio, ranked #65.

Fairview Capital Investment Management first reported a position in STIP in Q3 2018 and has held it in 31 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Fairview Capital Investment Management held 40,976 shares of iShares 0-5 Year TIPS Bond ETF worth $4.24M as of Q1 2026.
Fairview Capital Investment Management bought 5,300 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $546K.
iShares 0-5 Year TIPS Bond ETF made up 0.23% of Fairview Capital Investment Management's portfolio in Q1 2026, its #65 holding.
Fairview Capital Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2018 and has held it in 31 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.