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

Axxcess 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	$350K	Buy	+3,424	New	+$353K	0.01%	818
2026 Q1	–	Sell	-32,770	Closed	-$3.36M	–	925
2025 Q4	$3.36M	Buy	32,770 +2,221	+7%	+$229K	0.06%	280
2025 Q3	$3.16M	Buy	+30,549	New	+$3.15M	0.07%	227
2022 Q4	–	Sell	-74,178	Closed	-$7.13M	–	683
2022 Q3	$7.13M	Buy	74,178 +7,150	+11%	+$716K	0.67%	25
2022 Q2	$6.8M	Buy	67,028 +644	+1%	+$66.5K	0.63%	28
2022 Q1	$6.97M	Buy	66,384 +63,761	+2,431%	+$6.71M	0.54%	33
2021 Q4	$278K	Buy	+2,623	New	+$278K	0.02%	497

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

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

Axxcess Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,424 shares worth $350K. The stake represents 0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in STIP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in STIP in Q4 2021 and has held it in 7 quarters since. The position peaked at $7.13M in Q3 2022. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Axxcess Wealth Management held 3,424 shares of iShares 0-5 Year TIPS Bond ETF worth $350K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #818 holding.
Axxcess Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and has held it in 7 quarters since.
Axxcess Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $7.13M in Q3 2022.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.