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 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 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

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

Keebeck Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 251% in Q1 2026, buying an estimated $594K and bringing the position to 8,061 shares worth $834K. The position accounts for 0.09% of the portfolio, ranked #179.

Keebeck Wealth Management first reported a position in STIP in Q1 2022 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Keebeck Wealth Management held 8,061 shares of iShares 0-5 Year TIPS Bond ETF worth $834K as of Q1 2026.
Keebeck Wealth Management bought 5,765 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $594K.
iShares 0-5 Year TIPS Bond ETF made up 0.09% of Keebeck Wealth Management's portfolio in Q1 2026, its #179 holding.
Keebeck Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 11 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.