High Falls Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

High Falls 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	$200K	Sell	1,956 -14,778	-88%	-$1.52M	0.04%	144
2025 Q3	$1.73M	Buy	16,734 +44	+0.3%	+$4.54K	0.36%	34
2025 Q2	$1.72M	Buy	16,690 +14,507	+665%	+$1.49M	0.38%	32
2025 Q1	$226K	Buy	+2,183	New	+$222K	0.05%	113
2023 Q1	–	Sell	-2,232	Closed	-$216K	–	120
2022 Q4	$216K	Sell	2,232 -969	-30%	-$94.1K	0.07%	103
2022 Q3	$308K	Buy	+3,201	New	+$321K	0.1%	79

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

High Falls Advisors's STIP Position: Q4 2025 in Review

High Falls Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 88% in Q4 2025, selling an estimated $1.52M and leaving 1,956 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #144.

High Falls Advisors first reported a position in STIP in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.73M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

High Falls Advisors held 1,956 shares of iShares 0-5 Year TIPS Bond ETF worth $200K as of Q4 2025.
High Falls Advisors sold 14,778 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $1.52M.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of High Falls Advisors's portfolio in Q4 2025, its #144 holding.
High Falls Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 6 quarters since.
High Falls Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.73M in Q3 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.