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Kelman-Lazarov Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kelman-Lazarov Inc’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 		$32.8M Buy
320,695
+9,224
+3% +$951K 4.29% 5
2026
Q1 		$32.2M Buy
311,471
+8,456
+3% +$871K 4.62% 5
2025
Q4 		$31M Buy
303,015
+21,344
+8% +$2.2M 4.43% 5
2025
Q3 		$29.1M Buy
281,671
+14,962
+6% +$1.54M 4.32% 7
2025
Q2 		$27.4M Buy
266,709
+3,303
+1% +$339K 4.45% 6
2025
Q1 		$27.3M Buy
263,406
+10,409
+4% +$1.06M 4.95% 6
2024
Q4 		$25.5M Buy
252,997
+6,898
+3% +$695K 4.58% 6
2024
Q3 		$24.9M Buy
246,099
+7,757
+3% +$777K 4.29% 6
2024
Q2 		$23.7M Buy
238,342
+10,365
+5% +$1.03M 4.42% 6
2024
Q1 		$22.7M Buy
227,977
+7,954
+4% +$786K 4.43% 6
2023
Q4 		$21.7M Sell
220,023
-10,444
-5% -$1.02M 4.7% 6
2023
Q3 		$22.3M Buy
230,467
+2,193
+1% +$213K 5.28% 6
2023
Q2 		$22.3M Buy
228,274
+8,201
+4% +$807K 5.36% 6
2023
Q1 		$21.8M Buy
220,073
+3,013
+1% +$295K 5.67% 6
2022
Q4 		$21M Sell
217,060
-35,994
-14% -$3.5M 5.92% 6
2022
Q3 		$24.3M Buy
+253,054
New +$25.3M 8.28% 5

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

Kelman-Lazarov Inc's STIP Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3% in Q2 2026, buying an estimated $951K and bringing the position to 320,695 shares worth $32.8M. The position accounts for 4.29% of the portfolio, ranked #5.

Kelman-Lazarov Inc first reported a position in STIP in Q3 2022 and has held it in 16 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Kelman-Lazarov Inc held 320,695 shares of iShares 0-5 Year TIPS Bond ETF worth $32.8M as of Q2 2026.
  • Kelman-Lazarov Inc bought 9,224 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $951K.
  • iShares 0-5 Year TIPS Bond ETF made up 4.29% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #5 holding.
  • Kelman-Lazarov Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.