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Aptus Capital Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Aptus Capital Advisors’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 		$2.52M Buy
24,654
+5,023
+26% +$518K 0.02% 467
2026
Q1 		$2.03M Sell
19,631
-7,276
-27% -$749K 0.02% 472
2025
Q4 		$2.76M Sell
26,907
-7,910
-23% -$814K 0.02% 402
2025
Q3 		$3.6M Buy
34,817
+3,576
+11% +$369K 0.03% 359
2025
Q2 		$3.21M Sell
31,241
-40,262
-56% -$4.13M 0.03% 355
2025
Q1 		$7.4M Buy
71,503
+27,649
+63% +$2.82M 0.08% 221
2024
Q4 		$4.41M Buy
43,854
+5,187
+13% +$523K 0.05% 290
2024
Q3 		$3.92M Buy
38,667
+1,527
+4% +$153K 0.06% 242
2024
Q2 		$3.7M Buy
37,140
+28,054
+309% +$2.78M 0.07% 218
2024
Q1 		$903K Buy
9,086
+8,652
+1,994% +$855K 0.02% 409
2023
Q4 		$42.8K Sell
434
-38
-8% -$3.7K ﹤0.01% 690
2023
Q3 		$45.7K Buy
472
+1
+0.2% +$97 ﹤0.01% 699
2023
Q2 		$46K Buy
471
+430
+1,049% +$42.3K ﹤0.01% 595
2023
Q1 		$4.07K Sell
41
-1,536
-97% -$150K ﹤0.01% 739
2022
Q4 		$153K Buy
1,577
+54
+4% +$5.25K ﹤0.01% 500
2022
Q3 		$146K Sell
1,523
-325
-18% -$32.5K ﹤0.01% 468
2022
Q2 		$187K Buy
1,848
+503
+37% +$51.9K ﹤0.01% 381
2022
Q1 		$141K Buy
+1,345
New +$142K ﹤0.01% 448

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

Aptus Capital Advisors's STIP Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 26% in Q2 2026, buying an estimated $518K and bringing the position to 24,654 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #467.

Aptus Capital Advisors first reported a position in STIP in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.4M in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Aptus Capital Advisors held 24,654 shares of iShares 0-5 Year TIPS Bond ETF worth $2.52M as of Q2 2026.
  • Aptus Capital Advisors bought 5,023 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $518K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #467 holding.
  • Aptus Capital Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Aptus Capital Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $7.4M in Q1 2025.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.