Florida Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Florida Financial 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	-4,327	Closed	-$447K	–	299
2025 Q3	$447K	Sell	4,327 -832	-16%	-$85.8K	0.14%	160
2025 Q2	$531K	Sell	5,159 -133	-3%	-$13.6K	0.18%	133
2025 Q1	$548K	Buy	5,292 +1,481	+39%	+$151K	0.22%	100
2024 Q4	$383K	Sell	3,811 -116	-3%	-$11.7K	0.17%	115
2024 Q3	$398K	Sell	3,927 -4,009	-51%	-$402K	0.21%	94
2024 Q2	$790K	Sell	7,936 -44	-0.6%	-$4.37K	0.47%	43
2024 Q1	$793K	Sell	7,980 -95	-1%	-$9.39K	0.58%	32
2023 Q4	$796K	Buy	+8,075	New	+$787K	0.74%	28

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Florida Financial Advisors's STIP Position: Q4 2025 in Review

Florida Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 4,327 shares — an estimated $447K sold.

Florida Financial Advisors first reported a position in STIP in Q4 2023 and held it in 8 quarters. The position peaked at $796K in Q4 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Florida Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Florida Financial Advisors sold 4,327 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $447K.
Florida Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 8 quarters.
Florida Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $796K in Q4 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Florida Financial Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.