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

Heartwood Wealth 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
-41
Closed -$4.24K – 543
2025
Q3 		$4.24K Buy
+41
New +$4.23K ﹤0.01% 426
2023
Q4 		– Sell
-142,369
Closed -$13.8M – 154
2023
Q3 		$13.8M Buy
142,369
+1,521
+1% +$148K 2.04% 19
2023
Q2 		$13.7M Buy
140,848
+3,084
+2% +$303K 1.95% 18
2023
Q1 		$13.7M Buy
137,764
+3,792
+3% +$371K 2.04% 18
2022
Q4 		$13M Sell
133,972
-5,269
-4% -$512K 2.03% 19
2022
Q3 		$13.4M Buy
139,241
+1,030
+0.7% +$103K 2.32% 16
2022
Q2 		$14M Buy
138,211
+2,193
+2% +$226K 2.31% 15
2022
Q1 		$14.3M Buy
136,018
+12,148
+10% +$1.28M 2.13% 17
2021
Q4 		$13.1M Sell
123,870
-955
-0.8% -$101K 1.97% 16
2021
Q3 		$13.2M Buy
124,825
+3,892
+3% +$413K 2.05% 16
2021
Q2 		$12.9M Buy
120,933
+1,831
+2% +$194K 1.98% 17
2021
Q1 		$12.6M Buy
119,102
+59,843
+101% +$6.3M 2.02% 16
2020
Q4 		$6.19M Buy
59,259
+1,871
+3% +$194K 1% 24
2020
Q3 		$5.97M Sell
57,388
-29,639
-34% -$3.07M 1.14% 21
2020
Q2 		$5.87M Buy
87,027
+31,704
+57% +$3.22M 1.16% 20
2020
Q1 		$5.53M Buy
55,323
+664
+1% +$66.7K 1.33% 20
2019
Q4 		$5.5M Buy
+54,659
New +$5.48M 1.05% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Heartwood Wealth Advisors's STIP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 41 shares — an estimated $4.24K sold.

Heartwood Wealth Advisors first reported a position in STIP in Q4 2019 and held it in 17 quarters. The position peaked at $14.3M in Q1 2022. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 41 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $4.24K.
  • Heartwood Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and held it in 17 quarters.
  • Heartwood Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $14.3M in Q1 2022.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.