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

Fortis 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
2025
Q4 		– Sell
-2,420
Closed -$250K – 341
2025
Q3 		$250K Buy
+2,420
New +$250K 0.04% 240
2023
Q2 		– Sell
-28
Closed -$2.78K – 551
2023
Q1 		$2.78K Hold
28
– – ﹤0.01% 546
2022
Q4 		$2.71K Buy
+28
New +$2.72K ﹤0.01% 564

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Fortis Capital Advisors's STIP Position: Q4 2025 in Review

Fortis Capital Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,420 shares — an estimated $250K sold.

Fortis Capital Advisors first reported a position in STIP in Q4 2022 and held it in 3 quarters. The position peaked at $250K in Q3 2025. 764 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Fortis Capital Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,420 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $250K.
  • Fortis Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 3 quarters.
  • Fortis Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $250K in Q3 2025.
  • 764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.