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 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aurelius Family Office's STIP Position: Q2 2026 in Review

Aurelius Family Office held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q2 2026 at 2,968 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #43.

Aurelius Family Office first reported a position in STIP in Q4 2024 and has held it in 7 quarters since. The position peaked at $333K in Q1 2025. 347 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Aurelius Family Office held 2,968 shares of iShares 0-5 Year TIPS Bond ETF worth $303K as of Q2 2026.
Aurelius Family Office left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.12% of Aurelius Family Office's portfolio in Q2 2026, its #43 holding.
Aurelius Family Office first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's iShares 0-5 Year TIPS Bond ETF position peaked at $333K in Q1 2025.
347 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.