FIM
STIP icon

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

FWL 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 		– Sell
-45
Closed -$4.61K – 403
2025
Q4 		$4.61K Buy
+45
New +$4.63K ﹤0.01% 318

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MWM
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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

FWL Investment Management's STIP Position: Q1 2026 in Review

FWL Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 45 shares — an estimated $4.61K sold.

FWL Investment Management first reported a position in STIP in Q4 2025 and held it in 1 quarter. The position peaked at $4.61K in Q4 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • FWL Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 45 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $4.61K.
  • FWL Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and held it in 1 quarter.
  • FWL Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $4.61K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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