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

Wingate 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
-2,205
Closed -$228K – 121
2025
Q3 		$228K Sell
2,205
-85
-4% -$8.77K 0.16% 104
2025
Q2 		$236K Buy
+2,290
New +$235K 0.21% 92

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

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

Wingate Wealth Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 2,205 shares — an estimated $228K sold.

Wingate Wealth Advisors first reported a position in STIP in Q2 2025 and held it in 2 quarters. The position peaked at $236K in Q2 2025. 763 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

  • Wingate Wealth Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 2,205 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $228K.
  • Wingate Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 2 quarters.
  • Wingate Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $236K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Wingate Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.