PCA
STIP icon

Prosperity Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Prosperity Capital 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
-5,894
Closed -$609K – 448
2025
Q3 		$609K Sell
5,894
-407
-6% -$42K 0.04% 247
2025
Q2 		$648K Sell
6,301
-1,136
-15% -$117K 0.04% 225
2025
Q1 		$764K Sell
7,437
-2,902
-28% -$296K 0.06% 186
2024
Q4 		$1.04M Sell
10,339
-827
-7% -$83.4K 0.08% 151
2024
Q3 		$1.13M Sell
11,166
-428
-4% -$42.9K 0.1% 145
2024
Q2 		$1.15M Sell
11,594
-892
-7% -$88.5K 0.13% 120
2024
Q1 		$1.24M Sell
12,486
-440
-3% -$43.5K 0.15% 117
2023
Q4 		$1.27M Sell
12,926
-4,298
-25% -$419K 0.14% 85
2023
Q3 		$1.67M Sell
17,224
-1,795
-9% -$174K 0.22% 62
2023
Q2 		$1.86M Buy
19,019
+521
+3% +$51.3K 0.26% 61
2023
Q1 		$1.84M Buy
18,498
+383
+2% +$37.4K 0.28% 54
2022
Q4 		$1.76M Buy
+18,115
New +$1.76M 0.54% 32

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

Prosperity Capital Advisors's STIP Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 5,894 shares — an estimated $609K sold.

Prosperity Capital Advisors first reported a position in STIP in Q4 2022 and held it in 12 quarters. The position peaked at $1.86M in Q2 2023. 764 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 5,894 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $609K.
  • Prosperity Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and held it in 12 quarters.
  • Prosperity Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.86M in Q2 2023.
  • 764 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.