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

Capital Investment Advisory Services’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	$30.5K	Hold	299	–	–	﹤0.01%	1025
2026 Q1	$30.9K	Sell	299 -102	-25%	-$10.5K	﹤0.01%	934
2025 Q4	$41.1K	Buy	401 +3	+0.8%	+$309	﹤0.01%	857
2025 Q3	$41.1K	Buy	398 +14	+4%	+$1.44K	﹤0.01%	801
2025 Q2	$39.5K	Buy	384 +2	+0.5%	+$205	﹤0.01%	786
2025 Q1	$39.5K	Buy	382 +97	+34%	+$9.88K	﹤0.01%	738
2024 Q4	$28.7K	Sell	285 -25	-8%	-$2.52K	﹤0.01%	719
2024 Q3	$31.4K	Hold	310	–	–	﹤0.01%	748
2024 Q2	$30.8K	Buy	310 +25	+9%	+$2.48K	﹤0.01%	720
2024 Q1	$28.3K	Hold	285	–	–	﹤0.01%	729
2023 Q4	$28.1K	Hold	285	–	–	﹤0.01%	741
2023 Q3	$27.6K	Hold	285	–	–	﹤0.01%	698
2023 Q2	$27.8K	Hold	285	–	–	﹤0.01%	666
2023 Q1	$28.3K	Hold	285	–	–	﹤0.01%	656
2022 Q4	$27.6K	Buy	+285	New	+$27.7K	﹤0.01%	674
2020 Q1	–	Sell	-2,863	Closed	-$288K	–	614
2019 Q4	$288K	Hold	2,863	–	–	0.08%	238
2019 Q3	$287K	Hold	2,863	–	–	0.08%	223
2019 Q2	$287K	Hold	2,863	–	–	0.09%	222
2019 Q1	$285K	Hold	2,863	–	–	0.11%	170
2018 Q4	$281K	Buy	+2,863	New	+$281K	0.12%	160

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Capital Investment Advisory Services's STIP Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 299 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Capital Investment Advisory Services first reported a position in STIP in Q4 2018 and has held it in 20 quarters since. The position peaked at $288K in Q4 2019. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Capital Investment Advisory Services held 299 shares of iShares 0-5 Year TIPS Bond ETF worth $30.5K as of Q2 2026.
Capital Investment Advisory Services 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 Capital Investment Advisory Services's portfolio in Q2 2026, its #1025 holding.
Capital Investment Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 20 quarters since.
Capital Investment Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $288K in Q4 2019.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.