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

Future Financial 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
2025
Q4 		– Sell
-25
Closed -$2.58K – 399
2025
Q3 		$2.58K Hold
25
– – ﹤0.01% 435
2025
Q2 		$2.57K Hold
25
– – ﹤0.01% 420
2025
Q1 		$2.59K Hold
25
– – ﹤0.01% 415
2024
Q4 		$2.52K Hold
25
– – ﹤0.01% 414
2024
Q3 		$2.53K Buy
+25
New +$2.5K ﹤0.01% 435
2024
Q2 		– Sell
-25
Closed -$2.49K – 425
2024
Q1 		$2.49K Buy
+25
New +$2.47K ﹤0.01% 456
2022
Q2 		– Sell
-25
Closed -$3K – 450
2022
Q1 		$3K Hold
25
– – ﹤0.01% 485
2021
Q4 		$3K Buy
+25
New +$2.65K ﹤0.01% 504

Other funds holding STIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return