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

Amplius 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
2026 Q2	$20.5M	Sell	200,597 -309,704	-61%	-$31.9M	1.5%	19
2026 Q1	$52.8M	Buy	510,301 +27,603	+6%	+$2.84M	4.4%	5
2025 Q4	$49.4M	Buy	482,698 +13,280	+3%	+$1.37M	4.15%	5
2025 Q3	$48.5M	Buy	469,418 +466,766	+17,601%	+$48.1M	4.19%	5
2025 Q2	$273K	Buy	+2,652	New	+$272K	0.03%	165
2023 Q3	–	Sell	-2,356	Closed	-$230K	–	170
2023 Q2	$230K	Sell	2,356 -7,590	-76%	-$747K	0.03%	147
2023 Q1	$987K	Sell	9,946 -1,785	-15%	-$174K	0.14%	70
2022 Q4	$1.14M	Sell	11,731 -75,622	-87%	-$7.35M	0.18%	66
2022 Q3	$8.4M	Sell	87,353 -67,962	-44%	-$6.81M	1.5%	20
2022 Q2	$15.8M	Sell	155,315 -78,051	-33%	-$8.06M	2.55%	13
2022 Q1	$24.5M	Sell	233,366 -71,519	-23%	-$7.53M	3.77%	6
2021 Q4	$32.3M	Buy	+304,885	New	+$32.3M	4.45%	7

Other funds holding STIP

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Amplius Wealth Advisors's STIP Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 61% in Q2 2026, selling an estimated $31.9M and leaving 200,597 shares worth $20.5M. The position accounts for 1.5% of the portfolio, ranked #19.

Amplius Wealth Advisors first reported a position in STIP in Q4 2021 and has held it in 12 quarters since. The position peaked at $52.8M in Q1 2026. 289 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Amplius Wealth Advisors held 200,597 shares of iShares 0-5 Year TIPS Bond ETF worth $20.5M as of Q2 2026.
Amplius Wealth Advisors sold 309,704 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $31.9M.
iShares 0-5 Year TIPS Bond ETF made up 1.5% of Amplius Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Amplius Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 12 quarters since.
Amplius Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $52.8M in Q1 2026.
289 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.