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

Apollon 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
2025 Q4	–	Sell	-4,907	Closed	-$507K	–	1382
2025 Q3	$507K	Buy	4,907 +1,395	+40%	+$144K	0.01%	823
2025 Q2	$361K	Buy	+3,512	New	+$360K	0.01%	936
2022 Q1	–	Sell	-15,805	Closed	-$131K	–	825
2021 Q4	$131K	Buy	+15,805	New	+$1.67M	0.01%	731

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Apollon Wealth Management's STIP Position: Q4 2025 in Review

Apollon Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 4,907 shares — an estimated $507K sold.

Apollon Wealth Management first reported a position in STIP in Q4 2021 and held it in 3 quarters. The position peaked at $507K in Q3 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

Apollon Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
Apollon Wealth Management sold 4,907 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $507K.
Apollon Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 3 quarters.
Apollon Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $507K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.