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

GW&K 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
Q2 		$3K Hold
31
– – ﹤0.01% 1042
2026
Q1 		$3K Buy
+31
New +$3.19K ﹤0.01% 973

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LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

GW&K Investment Management's STIP Position: Q2 2026 in Review

GW&K Investment Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 31 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

GW&K Investment Management first reported a position in STIP in Q1 2026 and has held it in 2 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • GW&K Investment Management held 31 shares of iShares 0-5 Year TIPS Bond ETF worth $3K as of Q2 2026.
  • GW&K Investment Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #1042 holding.
  • GW&K Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.