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

Fortis 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
Q1 		$1.03M Sell
9,949
-15,178
-60% -$1.56M 0.52% 35
2025
Q4 		$2.57M Buy
25,127
+325
+1% +$33.5K 1.4% 22
2025
Q3 		$2.56M Sell
24,802
-635
-2% -$65.5K 1.44% 21
2025
Q2 		$2.62M Buy
25,437
+385
+2% +$39.5K 1.68% 17
2025
Q1 		$2.59M Buy
25,052
+35
+0.1% +$3.57K 1.69% 17
2024
Q4 		$2.52M Buy
25,017
+151
+0.6% +$15.2K 1.65% 17
2024
Q3 		$2.52M Buy
24,866
+160
+0.6% +$16K 1.63% 19
2024
Q2 		$2.46M Buy
24,706
+335
+1% +$33.2K 1.73% 19
2024
Q1 		$2.42M Buy
24,371
+10,065
+70% +$995K 1.62% 20
2023
Q4 		$1.41M Buy
14,306
+8,306
+138% +$809K 1.01% 25
2023
Q3 		$582K Buy
6,000
+62
+1% +$6.02K 0.44% 40
2023
Q2 		$580K Buy
5,938
+61
+1% +$6K 0.41% 36
2023
Q1 		$583K Hold
5,877
– – 0.38% 37
2022
Q4 		$570K Buy
5,877
+24
+0.4% +$2.33K 0.43% 36
2022
Q3 		$563K Buy
5,853
+148
+3% +$14.8K 0.4% 39
2022
Q2 		$579K Buy
5,705
+131
+2% +$13.5K 0.38% 39
2022
Q1 		$585K Buy
5,574
+25
+0.5% +$2.63K 0.32% 46
2021
Q4 		$587K Buy
5,549
+60
+1% +$6.36K 0.34% 44
2021
Q3 		$580K Buy
5,489
+105
+2% +$11.1K 0.35% 44
2021
Q2 		$572K Buy
5,384
+60
+1% +$6.37K 0.33% 48
2021
Q1 		$563K Hold
5,324
– – 0.4% 43
2020
Q4 		$556K Buy
5,324
+49
+0.9% +$5.08K 0.49% 33
2020
Q3 		$549K Hold
5,275
– – 0.51% 29
2020
Q2 		$540K Buy
5,275
+23
+0.4% +$2.33K 0.54% 31
2020
Q1 		$525K Buy
5,252
+4
+0.1% +$402 0.35% 33
2019
Q4 		$529K Buy
5,248
+26
+0.5% +$2.61K 0.32% 45
2019
Q3 		$523K Buy
5,222
+45
+0.9% +$4.51K 0.25% 42
2019
Q2 		$521K Buy
5,177
+36
+0.7% +$3.6K 0.25% 45
2019
Q1 		$512K Hold
5,141
– – 0.27% 46
2018
Q4 		$504K Buy
5,141
+22
+0.4% +$2.16K 0.31% 37
2018
Q3 		$506K Buy
5,119
+53
+1% +$5.25K 0.28% 40
2018
Q2 		$505K Buy
5,066
+47
+0.9% +$4.68K 0.29% 40
2018
Q1 		$503K Buy
+5,019
New +$501K 0.28% 38

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
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortis Advisors's STIP Position: Q1 2026 in Review

Fortis Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 60% in Q1 2026, selling an estimated $1.56M and leaving 9,949 shares worth $1.03M. The position accounts for 0.52% of the portfolio, ranked #35.

Fortis Advisors first reported a position in STIP in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.62M in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Fortis Advisors held 9,949 shares of iShares 0-5 Year TIPS Bond ETF worth $1.03M as of Q1 2026.
  • Fortis Advisors sold 15,178 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.56M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.52% of Fortis Advisors's portfolio in Q1 2026, its #35 holding.
  • Fortis Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Fortis Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.62M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.