FHA
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First Horizon Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

First Horizon 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
Q2 		$8.32M Buy
80,812
+8,620
+12% +$884K 0.22% 124
2025
Q1 		$7.47M Buy
72,192
+2,032
+3% +$207K 0.21% 126
2024
Q4 		$7.06M Buy
70,160
+4,088
+6% +$412K 0.2% 127
2024
Q3 		$6.69M Sell
66,072
-2,230
-3% -$223K 0.19% 131
2024
Q2 		$6.8M Buy
68,302
+12,045
+21% +$1.19M 0.21% 128
2024
Q1 		$5.59M Buy
56,257
+7,476
+15% +$739K 0.17% 138
2023
Q4 		$4.81M Buy
48,781
+8,268
+20% +$806K 0.16% 146
2023
Q3 		$3.93M Sell
40,513
-517
-1% -$50.2K 0.14% 153
2023
Q2 		$4M Sell
41,030
-4,240
-9% -$417K 0.14% 155
2023
Q1 		$4.49M Buy
45,270
+3,708
+9% +$362K 0.16% 152
2022
Q4 		$4.03M Buy
41,562
+26,763
+181% +$2.6M 0.15% 163
2022
Q3 		$1.42M Buy
14,799
+3,718
+34% +$372K 0.06% 224
2022
Q2 		$1.12M Buy
11,081
+9,431
+572% +$974K 0.04% 248
2022
Q1 		$173K Sell
1,650
-1,099
-40% -$116K 0.01% 403
2021
Q4 		$291K Buy
2,749
+1,529
+125% +$162K 0.01% 439
2021
Q3 		$128K Buy
1,220
+156
+15% +$16.6K ﹤0.01% 604
2021
Q2 		$113K Buy
1,064
+367
+53% +$39K 0.01% 513
2021
Q1 		$72K Buy
+697
New +$73.3K ﹤0.01% 606
2018
Q4 		– Sell
-70
Closed -$6.87K – 1567
2018
Q3 		$6K Hold
70
– – ﹤0.01% 1265
2018
Q2 		$6K Buy
70
+1
+1% +$100 ﹤0.01% 1269
2018
Q1 		$6K Hold
69
– – ﹤0.01% 1171
2017
Q4 		$6K Buy
+69
New +$6.92K ﹤0.01% 1182

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
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
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

First Horizon Advisors's STIP Position: Q2 2025 in Review

First Horizon Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2025, buying an estimated $884K and bringing the position to 80,812 shares worth $8.32M. The position accounts for 0.22% of the portfolio, ranked #124.

First Horizon Advisors first reported a position in STIP in Q4 2017 and has held it in 22 quarters since. 755 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

  • First Horizon Advisors held 80,812 shares of iShares 0-5 Year TIPS Bond ETF worth $8.32M as of Q2 2025.
  • First Horizon Advisors bought 8,620 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $884K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.22% of First Horizon Advisors's portfolio in Q2 2025, its #124 holding.
  • First Horizon Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and has held it in 22 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.