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 Q2	$210K	Hold	2,060	–	–	0.01%	611
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 $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Aprio Wealth Management's STIP Position: Q2 2026 in Review

Aprio Wealth Management held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,060 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #611.

Aprio Wealth Management first reported a position in STIP in Q1 2024 and has held it in 10 quarters since. The position peaked at $410K in Q1 2024. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Aprio Wealth Management held 2,060 shares of iShares 0-5 Year TIPS Bond ETF worth $210K as of Q2 2026.
Aprio Wealth Management left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #611 holding.
Aprio Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
Aprio Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $410K in Q1 2024.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.