Stratos Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Stratos Wealth 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	-1,984	Closed	-$205K	–	708
2025 Q3	$205K	Buy	1,984 +3	+0.2%	+$309	0.01%	644
2025 Q2	$204K	Buy	+1,981	New	+$203K	0.01%	631
2022 Q4	–	Sell	-12,632	Closed	-$1.21M	–	586
2022 Q3	$1.21M	Sell	12,632 -925	-7%	-$92.6K	0.13%	218
2022 Q2	$1.38M	Buy	13,557 +4,750	+54%	+$490K	0.12%	211
2022 Q1	$924K	Sell	8,807 -276	-3%	-$29.1K	0.08%	288
2021 Q4	$962K	Buy	+9,083	New	+$962K	0.07%	290

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

Stratos Wealth Advisors's STIP Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 1,984 shares — an estimated $205K sold.

Stratos Wealth Advisors first reported a position in STIP in Q4 2021 and held it in 6 quarters. The position peaked at $1.38M in Q2 2022. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Stratos Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 1,984 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $205K.
Stratos Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 6 quarters.
Stratos Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $1.38M in Q2 2022.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

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