Apella Capital
TIP icon

Apella Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Apella Capital’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$952K Sell
9,132
-68
-0.7% -$7.27K 0.01% 404
2026
Q2 		$995K Sell
9,200
-295
-3% -$32.6K 0.01% 374
2026
Q1 		$1.06M Buy
9,495
+722
+8% +$79.9K 0.02% 353
2025
Q4 		$964K Buy
8,773
+292
+3% +$32.4K 0.02% 281
2025
Q3 		$949K Sell
8,481
-168
-2% -$18.6K 0.02% 259
2025
Q2 		$945K Sell
8,649
-503
-5% -$54.9K 0.03% 224
2025
Q1 		$1000K Buy
9,152
+3,265
+55% +$355K 0.03% 185
2024
Q4 		$627K Sell
5,887
-1,435
-20% -$155K 0.02% 206
2024
Q3 		$810K Buy
7,322
+414
+6% +$45K 0.03% 171
2024
Q2 		$738K Buy
6,908
+1,736
+34% +$185K 0.03% 174
2024
Q1 		$553K Sell
5,172
-1,192
-19% -$127K 0.03% 184
2023
Q4 		$681K Buy
6,364
+627
+11% +$65.6K 0.04% 163
2023
Q3 		$595K Sell
5,737
-865
-13% -$91.5K 0.04% 158
2023
Q2 		$710K Buy
+6,602
New +$719K 0.05% 144
2022
Q4 		$1.19M Sell
11,213
-442
-4% -$47.2K 0.11% 96
2022
Q3 		$1.22M Sell
11,655
-473
-4% -$53.6K 0.14% 85
2022
Q2 		$1.38M Buy
12,128
+866
+8% +$103K 0.16% 81
2022
Q1 		$1.4M Sell
11,262
-310
-3% -$39K 0.2% 74
2021
Q4 		$1.5M Sell
11,572
-226
-2% -$29.1K 0.19% 71
2021
Q3 		$1.51M Sell
11,798
-797
-6% -$103K 0.22% 75
2021
Q2 		$1.61M Buy
12,595
+3,731
+42% +$474K 0.26% 70
2021
Q1 		$1.11M Sell
8,864
-278
-3% -$35.2K 0.35% 55
2020
Q4 		$1.17M Sell
9,142
-18
-0.2% -$2.27K 0.41% 55
2020
Q3 		$1.16M Sell
9,160
-643
-7% -$80.8K 0.47% 51
2020
Q2 		$1.21M Buy
9,803
+1
+0% +$122 0.56% 46
2020
Q1 		$1.16M Buy
+9,802
New +$1.15M 0.68% 40

Other funds holding TIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Cypress Capital
Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $137M AUM 0.07% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Apella Capital's TIP Position: Q3 2026 in Review

Apella Capital reduced its iShares TIPS Bond ETF (TIP) stake by 0.74% in Q3 2026, selling an estimated $7.27K and leaving 9,132 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #404.

Apella Capital first reported a position in TIP in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.61M in Q2 2021. 277 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Apella Capital held 9,132 shares of iShares TIPS Bond ETF worth $952K as of Q3 2026.
  • Apella Capital sold 68 iShares TIPS Bond ETF shares in Q3 2026, an estimated $7.27K.
  • iShares TIPS Bond ETF made up 0.01% of Apella Capital's portfolio in Q3 2026, its #404 holding.
  • Apella Capital first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's iShares TIPS Bond ETF position peaked at $1.61M in Q2 2021.
  • 277 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

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