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

Fortis Group 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	$306	Hold	3	–	–	﹤0.01%	588
2026 Q1	$310	Hold	3	–	–	﹤0.01%	555
2025 Q4	$307	Hold	3	–	–	﹤0.01%	549
2025 Q3	$310	Hold	3	–	–	﹤0.01%	504
2025 Q2	$309	Hold	3	–	–	﹤0.01%	496
2025 Q1	$310	Buy	+3	New	+$306	﹤0.01%	465

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 Group Advisors's STIP Position: Q2 2026 in Review

Fortis Group Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 3 shares worth $306. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Fortis Group Advisors first reported a position in STIP in Q1 2025 and has held it in 6 quarters since. The position peaked at $310 in Q1 2026. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Fortis Group Advisors held 3 shares of iShares 0-5 Year TIPS Bond ETF worth $306 as of Q2 2026.
Fortis Group Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #588 holding.
Fortis Group Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 6 quarters since.
Fortis Group Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $310 in Q1 2026.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.