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LGT Financial Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

LGT Financial 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
-999
Closed -$103K – 364
2025
Q3 		$103K Buy
999
+750
+301% +$77.4K 0.22% 85
2025
Q2 		$25.6K Buy
+249
New +$25.5K 0.07% 143

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BlackRock
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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 $9.37B AUM 23.82% 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

LGT Financial Advisors's STIP Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 999 shares — an estimated $103K sold.

LGT Financial Advisors first reported a position in STIP in Q2 2025 and held it in 2 quarters. The position peaked at $103K in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 999 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $103K.
  • LGT Financial Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 2 quarters.
  • LGT Financial Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $103K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.