FLC Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

FLC Capital 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
2026 Q2	$10.7M	Buy	+104,401	New	+$10.8M	1.72%	13
2023 Q4	–	Sell	-70,193	Closed	-$6.8M	–	160
2023 Q3	$6.8M	Sell	70,193 -3,377	-5%	-$328K	2.06%	11
2023 Q2	$7.18M	Buy	73,570 +8,889	+14%	+$874K	2.1%	10
2023 Q1	$6.42M	Buy	64,681 +4,517	+8%	+$442K	1.96%	12
2022 Q4	$5.83M	Buy	+60,164	New	+$5.85M	1.81%	12
2022 Q2	–	Sell	-4,678	Closed	-$491K	–	163
2022 Q1	$491K	Sell	4,678 -6,822	-59%	-$718K	0.14%	107
2021 Q4	$1.22M	Buy	11,500 +112	+1%	+$11.9K	0.34%	73
2021 Q3	$1.2M	Buy	11,388 +938	+9%	+$99.5K	0.35%	73
2021 Q2	$1.11M	Buy	10,450 +8,098	+344%	+$860K	0.33%	74
2021 Q1	$249K	Buy	+2,352	New	+$247K	0.08%	146

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 22.96% 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

FLC Capital Advisors's STIP Position: Q2 2026 in Review

FLC Capital Advisors opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 104,401 shares worth $10.7M. The stake represents 1.72% of the portfolio and ranks #13 among its holdings. This is a return to the name: FLC Capital Advisors previously reported a position in STIP as recently as Q3 2023.

FLC Capital Advisors first reported a position in STIP in Q1 2021 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

FLC Capital Advisors held 104,401 shares of iShares 0-5 Year TIPS Bond ETF worth $10.7M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new FLC Capital Advisors position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 1.72% of FLC Capital Advisors's portfolio in Q2 2026, its #13 holding.
FLC Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 10 quarters since.
823 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.