AF
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Apexium Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Apexium Financial’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
2025
Q3 		$525K Sell
4,717
-54
-1% -$5.97K 0.03% 188
2025
Q2 		$525K Sell
4,771
-996
-17% -$109K 0.03% 177
2025
Q1 		$641K Sell
5,767
-950
-14% -$103K 0.04% 150
2024
Q4 		$716K Sell
6,717
-3,354
-33% -$363K 0.04% 130
2024
Q3 		$1.11M Sell
10,071
-3,267
-24% -$355K 0.07% 92
2024
Q2 		$1.42M Sell
13,338
-1,519
-10% -$162K 0.1% 73
2024
Q1 		$1.6M Sell
14,857
-1,109
-7% -$118K 0.12% 71
2023
Q4 		$1.72M Sell
15,966
-12,609
-44% -$1.32M 0.12% 83
2023
Q3 		$2.96M Sell
28,575
-1,621
-5% -$172K 0.3% 44
2023
Q2 		$3.25M Sell
30,196
-1,845
-6% -$201K 0.29% 42
2023
Q1 		$3.53M Buy
32,041
+178
+0.6% +$19.3K 0.35% 39
2022
Q4 		$3.39M Sell
31,863
-817
-3% -$87.2K 0.35% 39
2022
Q3 		$3.43M Buy
32,680
+30,852
+1,688% +$3.49M 0.43% 33
2022
Q2 		$208K Sell
1,828
-78
-4% -$9.25K 0.12% 90
2022
Q1 		$246K Hold
1,906
– – 0.13% 84
2021
Q4 		$246K Buy
1,906
+5
+0.3% +$645 0.13% 83
2021
Q3 		$243K Buy
1,901
+7
+0.4% +$903 0.14% 79
2021
Q2 		$242K Buy
1,894
+5
+0.3% +$635 0.15% 70
2021
Q1 		$237K Buy
1,889
+91
+5% +$11.5K 0.17% 68
2020
Q4 		$230K Buy
1,798
+3
+0.2% +$378 0.18% 65
2020
Q3 		$227K Hold
1,795
– – 0.18% 63
2020
Q2 		$221K Sell
1,795
-95
-5% -$11.6K 0.2% 59
2020
Q1 		$223K Sell
1,890
-19
-1% -$2.24K 0.3% 48
2019
Q4 		$223K Buy
+1,909
New +$222K 0.29% 64

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Apexium Financial's TIP Position: Q3 2025 in Review

Apexium Financial reduced its iShares TIPS Bond ETF (TIP) stake by 1.1% in Q3 2025, selling an estimated $5.97K and leaving 4,717 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #188.

Apexium Financial first reported a position in TIP in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.53M in Q1 2023. 960 funds tracked by Wall St. Rank hold TIP as of Q3 2025.

  • Apexium Financial held 4,717 shares of iShares TIPS Bond ETF worth $525K as of Q3 2025.
  • Apexium Financial sold 54 iShares TIPS Bond ETF shares in Q3 2025, an estimated $5.97K.
  • iShares TIPS Bond ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #188 holding.
  • Apexium Financial first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Apexium Financial's iShares TIPS Bond ETF position peaked at $3.53M in Q1 2023.
  • 960 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.