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 Q2	$1.04M	Buy	10,136 +187	+2%	+$19.3K	0.48%	36
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 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

Fortis Advisors's STIP Position: Q2 2026 in Review

Fortis Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.9% in Q2 2026, buying an estimated $19.3K and bringing the position to 10,136 shares worth $1.04M. The position accounts for 0.48% of the portfolio, ranked #36.

Fortis Advisors first reported a position in STIP in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.62M in Q2 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Fortis Advisors held 10,136 shares of iShares 0-5 Year TIPS Bond ETF worth $1.04M as of Q2 2026.
Fortis Advisors bought 187 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $19.3K.
iShares 0-5 Year TIPS Bond ETF made up 0.48% of Fortis Advisors's portfolio in Q2 2026, its #36 holding.
Fortis Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2018 and has held it in 34 quarters since.
Fortis Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $2.62M in Q2 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.