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 Q3	$299	Hold	3	–	–	﹤0.01%	582
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

M. Kulyk & Associates Decatur, Georgia $599M AUM 17.11% 1-Year Est. Return

Fortis Group Advisors's STIP Position: Q3 2026 in Review

Fortis Group Advisors held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 3 shares worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Fortis Group Advisors first reported a position in STIP in Q1 2025 and has held it in 7 quarters since. The position peaked at $310 in Q1 2026. 587 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Fortis Group Advisors held 3 shares of iShares 0-5 Year TIPS Bond ETF worth $299 as of Q3 2026.
Fortis Group Advisors left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2026, its #582 holding.
Fortis Group Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and has held it in 7 quarters since.
Fortis Group Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $310 in Q1 2026.
587 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.