American Capital Advisory’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

American Capital Advisory’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	-88	Closed	-$9.1K	–	1139
2025 Q3	$9.1K	Hold	88	–	–	﹤0.01%	317
2025 Q2	$9.06K	Sell	88 -564	-87%	-$57.9K	﹤0.01%	302
2025 Q1	$67.5K	Sell	652 -14	-2%	-$1.43K	0.04%	150
2024 Q4	$67K	Buy	666 +14	+2%	+$1.41K	0.04%	148
2024 Q3	$66.1K	Hold	652	–	–	0.04%	151
2024 Q2	$64.3K	Sell	652 -1,092	-63%	-$108K	0.05%	135
2024 Q1	$173K	Buy	1,744 +1,092	+167%	+$108K	0.15%	92
2023 Q4	$64.3K	Buy	+652	New	+$63.5K	0.05%	135

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

American Capital Advisory's STIP Position: Q4 2025 in Review

American Capital Advisory sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 88 shares — an estimated $9.1K sold.

American Capital Advisory first reported a position in STIP in Q4 2023 and held it in 8 quarters. The position peaked at $173K in Q1 2024. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

American Capital Advisory reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
American Capital Advisory sold 88 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $9.1K.
American Capital Advisory first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 8 quarters.
American Capital Advisory's iShares 0-5 Year TIPS Bond ETF position peaked at $173K in Q1 2024.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on American Capital Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.