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 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 $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

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

Capital Investment Advisory Services's STIP Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 25% in Q1 2026, selling an estimated $10.5K and leaving 299 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Capital Investment Advisory Services first reported a position in STIP in Q4 2018 and has held it in 19 quarters since. The position peaked at $288K in Q4 2019. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Capital Investment Advisory Services held 299 shares of iShares 0-5 Year TIPS Bond ETF worth $30.9K as of Q1 2026.
Capital Investment Advisory Services sold 102 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $10.5K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #934 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 19 quarters since.
Capital Investment Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $288K in Q4 2019.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.