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Apex Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Apex Wealth Management’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
Q1 		$472K Sell
4,567
-25,160
-85% -$2.59M 0.32% 47
2025
Q4 		$3.04M Sell
29,727
-1,805
-6% -$186K 3.09% 12
2025
Q3 		$3.26M Buy
31,532
+301
+1% +$31K 2.33% 16
2025
Q2 		$3.21M Buy
+31,231
New +$3.2M 2.58% 15

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Apex Wealth Management's STIP Position: Q1 2026 in Review

Apex Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 85% in Q1 2026, selling an estimated $2.59M and leaving 4,567 shares worth $472K. The position accounts for 0.32% of the portfolio, ranked #47.

Apex Wealth Management first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.26M in Q3 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Apex Wealth Management held 4,567 shares of iShares 0-5 Year TIPS Bond ETF worth $472K as of Q1 2026.
  • Apex Wealth Management sold 25,160 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $2.59M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.32% of Apex Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Apex Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Apex Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $3.26M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.