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

Keebeck 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 		$1.1M Buy
10,731
+2,670
+33% +$275K 0.11% 160
2026
Q1 		$834K Buy
8,061
+5,765
+251% +$594K 0.09% 179
2025
Q4 		$235K Sell
2,296
-809
-26% -$83.3K 0.03% 336
2025
Q3 		$321K Buy
3,105
+651
+27% +$67.1K 0.04% 289
2025
Q2 		$253K Buy
+2,454
New +$252K 0.03% 302
2023
Q4 		– Sell
-3,071
Closed -$298K – 281
2023
Q3 		$298K Buy
3,071
+216
+8% +$21K 0.05% 207
2023
Q2 		$279K Sell
2,855
-28
-1% -$2.75K 0.04% 225
2023
Q1 		$286K Sell
2,883
-1,035
-26% -$101K 0.05% 209
2022
Q4 		$380K Sell
3,918
-3,149
-45% -$306K 0.07% 177
2022
Q3 		$679K Buy
7,067
+1,072
+18% +$107K 0.13% 126
2022
Q2 		$608K Sell
5,995
-345
-5% -$35.6K 0.12% 136
2022
Q1 		$665K Buy
+6,340
New +$668K 0.11% 139

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

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

Keebeck Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 33% in Q2 2026, buying an estimated $275K and bringing the position to 10,731 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #160.

Keebeck Wealth Management first reported a position in STIP in Q1 2022 and has held it in 12 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Keebeck Wealth Management held 10,731 shares of iShares 0-5 Year TIPS Bond ETF worth $1.1M as of Q2 2026.
  • Keebeck Wealth Management bought 2,670 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $275K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Keebeck Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Keebeck Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.