AC
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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
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 		$1,000K 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

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Apella Capital's TIP Position: Q2 2026 in Review

Apella Capital reduced its iShares TIPS Bond ETF (TIP) stake by 3.1% in Q2 2026, selling an estimated $32.6K and leaving 9,200 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #374.

Apella Capital first reported a position in TIP in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.61M in Q2 2021. 198 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Apella Capital held 9,200 shares of iShares TIPS Bond ETF worth $995K as of Q2 2026.
  • Apella Capital sold 295 iShares TIPS Bond ETF shares in Q2 2026, an estimated $32.6K.
  • iShares TIPS Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #374 holding.
  • Apella Capital first reported a position in iShares TIPS Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares TIPS Bond ETF position peaked at $1.61M in Q2 2021.
  • 198 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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