Apeiron RIA’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Apeiron RIA’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	-4,814	Closed	-$497K	–	221
2025 Q3	$497K	Buy	4,814 +1,780	+59%	+$184K	0.11%	119
2025 Q2	$312K	Buy	+3,034	New	+$311K	0.08%	166
2022 Q4	–	Sell	-3,263	Closed	-$316K	–	189
2022 Q3	$316K	Sell	3,263 -18,381	-85%	-$1.84M	0.15%	118
2022 Q2	$220	Buy	21,644 +10,344	+92%	+$1.07M	0.06%	111
2022 Q1	$1.17M	Buy	+11,300	New	+$1.19M	0.56%	41

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

Apeiron RIA's STIP Position: Q4 2025 in Review

Apeiron RIA sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 4,814 shares — an estimated $497K sold.

Apeiron RIA first reported a position in STIP in Q1 2022 and held it in 5 quarters. The position peaked at $1.17M in Q1 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Apeiron RIA reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Apeiron RIA sold 4,814 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $497K.
Apeiron RIA first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and held it in 5 quarters.
Apeiron RIA's iShares 0-5 Year TIPS Bond ETF position peaked at $1.17M in Q1 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Apeiron RIA's 13F filing for Q4 2025, filed 3 Feb 2026.