Aurelius Family Office’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Aurelius Family Office’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 Q3	$296K	Hold	2,968	–	–	0.12%	45
2026 Q2	$303K	Hold	2,968	–	–	0.12%	43
2026 Q1	$307K	Hold	2,968	–	–	0.13%	42
2025 Q4	$304K	Sell	2,968 -172	-5%	-$17.7K	0.13%	42
2025 Q3	$325K	Sell	3,140 -4	-0.1%	-$413	0.14%	41
2025 Q2	$324K	Sell	3,144 -70	-2%	-$7.18K	0.15%	41
2025 Q1	$333K	Sell	3,214 -16	-0.5%	-$1.63K	0.17%	38
2024 Q4	$325K	Buy	+3,230	New	+$326K	0.16%	37

Other funds holding STIP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Aurelius Family Office's STIP Position: Q3 2026 in Review

Aurelius Family Office held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 2,968 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #45.

Aurelius Family Office first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $333K in Q1 2025. 762 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Aurelius Family Office held 2,968 shares of iShares 0-5 Year TIPS Bond ETF worth $296K as of Q3 2026.
Aurelius Family Office left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.12% of Aurelius Family Office's portfolio in Q3 2026, its #45 holding.
Aurelius Family Office first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Aurelius Family Office's iShares 0-5 Year TIPS Bond ETF position peaked at $333K in Q1 2025.
762 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Aurelius Family Office's 13F filing for Q3 2026, filed 23 Oct 2026.