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

Kestra Private Wealth 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 		$1.5M Sell
14,480
-184
-1% -$18.9K 0.02% 655
2025
Q4 		$1.5M Buy
14,664
+2,968
+25% +$306K 0.02% 643
2025
Q3 		$1.21M Sell
11,696
-560
-5% -$57.8K 0.02% 699
2025
Q2 		$1.26M Buy
12,256
+1,443
+13% +$148K 0.02% 650
2025
Q1 		$1.12M Sell
10,813
-3,459
-24% -$352K 0.02% 642
2024
Q4 		$1.44M Sell
14,272
-20,365
-59% -$2.05M 0.02% 528
2024
Q3 		$3.51M Sell
34,637
-1,113
-3% -$111K 0.06% 292
2024
Q2 		$3.56M Sell
35,750
-8,192
-19% -$813K 0.07% 269
2024
Q1 		$4.37M Sell
43,942
-45,555
-51% -$4.5M 0.1% 224
2023
Q4 		$8.82M Sell
89,497
-7,875
-8% -$767K 0.23% 107
2023
Q3 		$9.44M Sell
97,372
-6,112
-6% -$594K 0.3% 85
2023
Q2 		$10.1M Sell
103,484
-24,820
-19% -$2.44M 0.35% 67
2023
Q1 		$12.7M Sell
128,304
-3,647
-3% -$356K 0.51% 39
2022
Q4 		$12.8M Buy
131,951
+17,777
+16% +$1.73M 0.65% 26
2022
Q3 		$11M Buy
114,174
+28,449
+33% +$2.85M 0.64% 26
2022
Q2 		$8.7M Buy
85,725
+53,251
+164% +$5.5M 0.5% 41
2022
Q1 		$3.41M Buy
+32,474
New +$3.42M 0.17% 143

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 Private Wealth Services's STIP Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 1.3% in Q1 2026, selling an estimated $18.9K and leaving 14,480 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #655.

Kestra Private Wealth Services first reported a position in STIP in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.8M in Q4 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Kestra Private Wealth Services held 14,480 shares of iShares 0-5 Year TIPS Bond ETF worth $1.5M as of Q1 2026.
  • Kestra Private Wealth Services sold 184 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $18.9K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #655 holding.
  • Kestra Private Wealth Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Kestra Private Wealth Services's iShares 0-5 Year TIPS Bond ETF position peaked at $12.8M in Q4 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.