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 Q3	$4.61M	Sell	46,214 -154,383	-77%	-$15.6M	0.32%	40
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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Amplius Wealth Advisors's STIP Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 77% in Q3 2026, selling an estimated $15.6M and leaving 46,214 shares worth $4.61M. The position accounts for 0.32% of the portfolio, ranked #40.

Amplius Wealth Advisors first reported a position in STIP in Q4 2021 and has held it in 13 quarters since. The position peaked at $52.8M in Q1 2026. 269 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Amplius Wealth Advisors held 46,214 shares of iShares 0-5 Year TIPS Bond ETF worth $4.61M as of Q3 2026.
Amplius Wealth Advisors sold 154,383 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $15.6M.
iShares 0-5 Year TIPS Bond ETF made up 0.32% of Amplius Wealth Advisors's portfolio in Q3 2026, its #40 holding.
Amplius Wealth Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 13 quarters since.
Amplius Wealth Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $52.8M in Q1 2026.
269 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.