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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
Q2 		$33.3M Buy
326,147
+249,583
+326% +$25.7M 0.11% 193
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 $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

Kestra Advisory Services's STIP Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 326% in Q2 2026, buying an estimated $25.7M and bringing the position to 326,147 shares worth $33.3M. The position accounts for 0.11% of the portfolio, ranked #193.

Kestra Advisory Services first reported a position in STIP in Q3 2020 and has held it in 24 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Kestra Advisory Services held 326,147 shares of iShares 0-5 Year TIPS Bond ETF worth $33.3M as of Q2 2026.
  • Kestra Advisory Services bought 249,583 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $25.7M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of Kestra Advisory Services's portfolio in Q2 2026, its #193 holding.
  • Kestra Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.