Davis Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Davis Wealth Advisors’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	-2,347	Closed	-$243K	–	71
2025 Q3	$243K	Buy	+2,347	New	+$242K	0.22%	67

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Davis Wealth Advisors's STIP Position: Q4 2025 in Review

Davis Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,347 shares — an estimated $243K sold.

Davis Wealth Advisors first reported a position in STIP in Q3 2025 and held it in 1 quarter. The position peaked at $243K in Q3 2025. 763 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Davis Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Davis Wealth Advisors sold 2,347 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $243K.
Davis Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2025 and held it in 1 quarter.
Davis Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $243K in Q3 2025.
763 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Davis Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.