Apella Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Apella Capital’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	$319K	Sell	3,184 -300	-9%	-$30.2K	﹤0.01%	613
2026 Q2	$353K	Buy	3,484 +415	+14%	+$42.8K	0.01%	559
2026 Q1	$318K	Buy	+3,069	New	+$316K	﹤0.01%	536
2024 Q2	–	Sell	-2,791	Closed	-$278K	–	318
2024 Q1	$278K	Sell	2,791 -891	-24%	-$88.1K	0.01%	253
2023 Q4	$363K	Sell	3,682 -21,927	-86%	-$2.14M	0.02%	216
2023 Q3	$2.48M	Sell	25,609 -368	-1%	-$35.8K	0.18%	73
2023 Q2	$2.54M	Buy	+25,977	New	+$2.56M	0.18%	72
2022 Q4	$2.81M	Buy	+29,011	New	+$2.82M	0.26%	62

Other funds holding STIP

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

KIC

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JWM

Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return

Apella Capital's STIP Position: Q3 2026 in Review

Apella Capital reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8.6% in Q3 2026, selling an estimated $30.2K and leaving 3,184 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Apella Capital first reported a position in STIP in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.81M in Q4 2022. 169 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Apella Capital held 3,184 shares of iShares 0-5 Year TIPS Bond ETF worth $319K as of Q3 2026.
Apella Capital sold 300 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $30.2K.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #613 holding.
Apella Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 8 quarters since.
Apella Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $2.81M in Q4 2022.
169 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.