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Mount Yale Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Mount Yale Investment 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
-5,546
Closed -$573K – 793
2025
Q3 		$573K Sell
5,546
-349
-6% -$36K 0.04% 394
2025
Q2 		$607K Buy
+5,895
New +$605K 0.05% 303

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $445B AUM 25.58% 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 $6.7B AUM 32.7% 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

Mount Yale Investment Advisors's STIP Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 5,546 shares — an estimated $573K sold.

Mount Yale Investment Advisors first reported a position in STIP in Q2 2025 and held it in 2 quarters. The position peaked at $607K in Q2 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,546 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $573K.
  • Mount Yale Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $607K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.