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Financial Advocates Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Financial Advocates 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
2025
Q3 		$1.36M Sell
13,137
-9,622
-42% -$992K 0.76% 39
2025
Q2 		$2.34M Sell
22,759
-4,991
-18% -$512K 0.19% 117
2025
Q1 		$2.81M Buy
27,750
+14,779
+114% +$1.51M 0.2% 121
2024
Q4 		$1.3M Sell
12,971
-796
-6% -$80.2K 0.07% 241
2024
Q3 		$1.39M Sell
13,767
-20
-0.1% -$2K 0.08% 239
2024
Q2 		$1.37M Buy
13,787
+40
+0.3% +$3.97K 0.09% 222
2024
Q1 		$1.37M Sell
13,747
-5,716
-29% -$565K 0.08% 249
2023
Q4 		$1.92M Sell
19,463
-4,874
-20% -$475K 0.13% 181
2023
Q3 		$2.36M Buy
24,337
+317
+1% +$30.8K 0.17% 137
2023
Q2 		$2.34M Buy
24,020
+2,855
+13% +$281K 0.17% 140
2023
Q1 		$2.05M Sell
21,165
-1,241
-6% -$121K 0.15% 165
2022
Q4 		$2.17M Sell
22,406
-520
-2% -$50.5K 0.16% 153
2022
Q3 		$2.18M Sell
22,926
-1,476
-6% -$148K 0.18% 139
2022
Q2 		$2.48M Sell
24,402
-11,086
-31% -$1.14M 0.2% 127
2022
Q1 		$3.72M Buy
35,488
+11,716
+49% +$1.23M 0.25% 101
2021
Q4 		$2.52M Buy
23,772
+19,311
+433% +$2.05M 0.16% 152
2021
Q3 		$471K Buy
4,461
+1,044
+31% +$111K 0.03% 485
2021
Q2 		$363K Buy
+3,417
New +$363K 0.02% 559

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's STIP Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 42% in Q3 2025, selling an estimated $992K and leaving 13,137 shares worth $1.36M. The position accounts for 0.76% of the portfolio, ranked #39.

Financial Advocates Investment Management first reported a position in STIP in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.72M in Q1 2022. 766 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Financial Advocates Investment Management held 13,137 shares of iShares 0-5 Year TIPS Bond ETF worth $1.36M as of Q3 2025.
  • Financial Advocates Investment Management sold 9,622 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $992K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.76% of Financial Advocates Investment Management's portfolio in Q3 2025, its #39 holding.
  • Financial Advocates Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Financial Advocates Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.72M in Q1 2022.
  • 766 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.