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 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 $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axxcess Wealth Management's STIP Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 32,770 shares — an estimated $3.36M sold.

Axxcess Wealth Management first reported a position in STIP in Q4 2021 and held it in 6 quarters. The position peaked at $7.13M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Axxcess Wealth Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 32,770 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.36M.
Axxcess Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2021 and held it in 6 quarters.
Axxcess Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $7.13M in Q3 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.