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

Aprio 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	$213K	Hold	2,060	–	–	0.01%	587
2025 Q4	$211K	Hold	2,060	–	–	0.01%	513
2025 Q3	$213K	Hold	2,060	–	–	0.02%	411
2025 Q2	$212K	Hold	2,060	–	–	0.02%	376
2025 Q1	$213K	Hold	2,060	–	–	0.03%	349
2024 Q4	$207K	Buy	2,060 +3	+0.1%	+$302	0.03%	293
2024 Q3	$208K	Hold	2,057	–	–	0.03%	263
2024 Q2	$205K	Sell	2,057 -2,064	-50%	-$205K	0.04%	238
2024 Q1	$410K	Buy	+4,121	New	+$407K	0.08%	116

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

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

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

Aprio Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 2,060 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #587.

Aprio Wealth Management first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $410K in Q1 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Aprio Wealth Management held 2,060 shares of iShares 0-5 Year TIPS Bond ETF worth $213K as of Q1 2026.
Aprio Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #587 holding.
Aprio Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
Aprio Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $410K in Q1 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.