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Kestra Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kestra Advisory Services’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 		$7.92M Buy
76,564
+33,051
+76% +$3.4M 0.03% 555
2025
Q4 		$4.46M Buy
43,513
+330
+0.8% +$34K 0.02% 802
2025
Q3 		$4.46M Sell
43,183
-18,068
-29% -$1.86M 0.02% 739
2025
Q2 		$6.3M Buy
61,251
+27,093
+79% +$2.78M 0.03% 538
2025
Q1 		$3.53M Sell
34,158
-11,125
-25% -$1.13M 0.02% 727
2024
Q4 		$4.56M Sell
45,283
-173,832
-79% -$17.5M 0.02% 611
2024
Q3 		$22.2M Sell
219,115
-19,464
-8% -$1.95M 0.12% 170
2024
Q2 		$23.7M Buy
238,579
+179,734
+305% +$17.8M 0.13% 163
2024
Q1 		$5.85M Buy
58,845
+9,090
+18% +$898K 0.04% 474
2023
Q4 		$4.91M Sell
49,755
-1,978
-4% -$193K 0.04% 457
2023
Q3 		$5.01M Buy
51,733
+11,047
+27% +$1.07M 0.05% 384
2023
Q2 		$3.97M Buy
40,686
+3,939
+11% +$387K 0.04% 443
2023
Q1 		$3.65M Sell
36,747
-26,502
-42% -$2.59M 0.04% 448
2022
Q4 		$6.13M Sell
63,249
-422
-0.7% -$41K 0.05% 367
2022
Q3 		$6.12M Sell
63,671
-63,094
-50% -$6.32M 0.07% 324
2022
Q2 		$12.9M Buy
126,765
+77,445
+157% +$8M 0.13% 172
2022
Q1 		$5.18M Sell
49,320
-668
-1% -$70.3K 0.05% 360
2021
Q4 		$5.29M Buy
49,988
+11,361
+29% +$1.2M 0.05% 359
2021
Q3 		$4.08M Buy
38,627
+6,642
+21% +$705K 0.04% 459
2021
Q2 		$3.4M Buy
31,985
+18,110
+131% +$1.92M 0.04% 476
2021
Q1 		$1.47M Sell
13,875
-17,288
-55% -$1.82M 0.02% 707
2020
Q4 		$3.25M Sell
31,163
-14,622
-32% -$1.52M 0.04% 439
2020
Q3 		$4.76M Buy
+45,785
New +$4.74M 0.09% 251

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's STIP Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 76% in Q1 2026, buying an estimated $3.4M and bringing the position to 76,564 shares worth $7.92M. The position accounts for 0.03% of the portfolio, ranked #555.

Kestra Advisory Services first reported a position in STIP in Q3 2020 and has held it in 23 quarters since. The position peaked at $23.7M in Q2 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Kestra Advisory Services held 76,564 shares of iShares 0-5 Year TIPS Bond ETF worth $7.92M as of Q1 2026.
  • Kestra Advisory Services bought 33,051 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $3.4M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #555 holding.
  • Kestra Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares 0-5 Year TIPS Bond ETF position peaked at $23.7M in Q2 2024.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.