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 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

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

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

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

WFS

Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Apella Capital's STIP Position: Q2 2026 in Review

Apella Capital increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 14% in Q2 2026, buying an estimated $42.8K and bringing the position to 3,484 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #559.

Apella Capital first reported a position in STIP in Q4 2022 and has held it in 7 quarters since. The position peaked at $2.81M in Q4 2022. 169 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Apella Capital held 3,484 shares of iShares 0-5 Year TIPS Bond ETF worth $353K as of Q2 2026.
Apella Capital bought 415 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $42.8K.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #559 holding.
Apella Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 7 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 Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.