HURRICANE CAPITAL ADVISORS LLC’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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 Q2	–	Sell	-8,306	Closed	-$859K	–	771
2025 Q1	$859K	Buy	+8,306	New	+$846K	0.29%	45
2024 Q3	–	Sell	-7,140	Closed	-$710K	–	645
2024 Q2	$710K	Sell	7,140 -800	-10%	-$79.4K	0.25%	65
2024 Q1	$789K	Hold	7,940	–	–	0.22%	60
2023 Q4	$783K	Buy	+7,940	New	+$774K	0.3%	50

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HURRICANE CAPITAL ADVISORS LLC's STIP Position: Q2 2025 in Review

HURRICANE CAPITAL ADVISORS LLC sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2025, closing a stake of 8,306 shares — an estimated $859K sold.

HURRICANE CAPITAL ADVISORS LLC first reported a position in STIP in Q4 2023 and held it in 4 quarters. The position peaked at $859K in Q1 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q2 2025.

HURRICANE CAPITAL ADVISORS LLC reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2025 after selling out during the quarter.
HURRICANE CAPITAL ADVISORS LLC sold 8,306 iShares 0-5 Year TIPS Bond ETF shares in Q2 2025, an estimated $859K.
HURRICANE CAPITAL ADVISORS LLC first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 4 quarters.
HURRICANE CAPITAL ADVISORS LLC's iShares 0-5 Year TIPS Bond ETF position peaked at $859K in Q1 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2025.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q2 2025, filed 3 Nov 2026.