AWM
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Apollon Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Apollon Wealth Management’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 		$471K Buy
4,303
+8
+0.2% +$884 0.01% 1047
2026
Q1 		$474K Buy
4,295
+40
+0.9% +$4.43K 0.01% 886
2025
Q4 		$468K Buy
4,255
+96
+2% +$10.7K 0.01% 863
2025
Q3 		$463K Buy
4,159
+34
+0.8% +$3.76K 0.01% 857
2025
Q2 		$454K Buy
4,125
+30
+0.7% +$3.27K 0.01% 836
2025
Q1 		$455K Buy
4,095
+76
+2% +$8.26K 0.01% 789
2024
Q4 		$428K Buy
4,019
+354
+10% +$38.3K 0.01% 810
2024
Q3 		$405K Sell
3,665
-1,321
-26% -$144K 0.01% 804
2024
Q2 		$532K Sell
4,986
-1,733
-26% -$184K 0.02% 657
2024
Q1 		$722K Buy
6,719
+252
+4% +$26.9K 0.02% 566
2023
Q4 		$695K Buy
6,467
+3,526
+120% +$369K 0.02% 568
2023
Q3 		$305K Buy
2,941
+91
+3% +$9.63K 0.02% 696
2023
Q2 		$307K Sell
2,850
-2,098
-42% -$228K 0.01% 738
2023
Q1 		$546K Sell
4,948
-2,934
-37% -$317K 0.03% 511
2022
Q4 		$839K Sell
7,882
-1,004
-11% -$107K 0.06% 354
2022
Q3 		$932K Sell
8,886
-1,869
-17% -$212K 0.08% 270
2022
Q2 		$1.23M Buy
10,755
+606
+6% +$71.9K 0.1% 220
2022
Q1 		$1.26M Sell
10,149
-2,389
-19% -$301K 0.09% 232
2021
Q4 		$1.61M Buy
12,538
+8,927
+247% +$1.15M 0.12% 188
2021
Q3 		$461K Buy
3,611
+115
+3% +$14.8K 0.06% 283
2021
Q2 		$448K Buy
3,496
+151
+5% +$19.2K 0.08% 232
2021
Q1 		$420K Buy
+3,345
New +$423K 0.08% 220
2020
Q4 		– Sell
-3,226
Closed -$408K – 249
2020
Q3 		$408K Hold
3,226
– – 0.18% 92
2020
Q2 		$397K Buy
+3,226
New +$392K 0.22% 62
2020
Q1 		– Sell
-2,426
Closed -$284K – 81
2019
Q4 		$284K Sell
2,426
-205
-8% -$23.8K 0.25% 55
2019
Q3 		$306K Buy
+2,631
New +$305K 0.32% 45

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management's TIP Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares TIPS Bond ETF (TIP) stake by 0.19% in Q2 2026, buying an estimated $884 and bringing the position to 4,303 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #1047.

Apollon Wealth Management first reported a position in TIP in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.61M in Q4 2021. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Apollon Wealth Management held 4,303 shares of iShares TIPS Bond ETF worth $471K as of Q2 2026.
  • Apollon Wealth Management bought 8 iShares TIPS Bond ETF shares in Q2 2026, an estimated $884.
  • iShares TIPS Bond ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1047 holding.
  • Apollon Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Apollon Wealth Management's iShares TIPS Bond ETF position peaked at $1.61M in Q4 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.