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

Fairway Wealth’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	$3.1M	Buy	30,360 +6,366	+27%	+$657K	0.71%	26
2026 Q1	$2.48M	Sell	23,994 -1,947	-8%	-$200K	0.65%	27
2025 Q4	$2.66M	Buy	25,941 +3,643	+16%	+$375K	0.72%	26
2025 Q3	$2.3M	Buy	22,298 +3,008	+16%	+$310K	0.65%	27
2025 Q2	$1.99M	Sell	19,290 -66	-0.3%	-$6.77K	0.63%	24
2025 Q1	$2M	Buy	19,356 +953	+5%	+$97.1K	0.74%	23
2024 Q4	$1.85M	Buy	18,403 +3,419	+23%	+$345K	0.83%	21
2024 Q3	$1.52M	Buy	14,984 +92	+0.6%	+$9.21K	0.77%	22
2024 Q2	$1.48M	Buy	14,892 +5,862	+65%	+$582K	0.87%	22
2024 Q1	$898K	Buy	9,030 +3,393	+60%	+$335K	0.61%	28
2023 Q4	$556K	Buy	+5,637	New	+$549K	0.43%	31

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

Fairway Wealth's STIP Position: Q2 2026 in Review

Fairway Wealth increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 27% in Q2 2026, buying an estimated $657K and bringing the position to 30,360 shares worth $3.1M. The position accounts for 0.71% of the portfolio, ranked #26.

Fairway Wealth first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Fairway Wealth held 30,360 shares of iShares 0-5 Year TIPS Bond ETF worth $3.1M as of Q2 2026.
Fairway Wealth bought 6,366 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $657K.
iShares 0-5 Year TIPS Bond ETF made up 0.71% of Fairway Wealth's portfolio in Q2 2026, its #26 holding.
Fairway Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.