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	–	434
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	485
2021 Q4	$3K	Buy	+25	New	+$2.65K	﹤0.01%	504

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Future Financial Wealth Management's STIP Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 25 shares — an estimated $2.58K sold.

Future Financial Wealth Management first reported a position in STIP in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 764 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 25 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $2.58K.
Future Financial Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3K in Q1 2022.
764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.