Kestra Private Wealth Services
STIP icon

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
Q3 		$1.5M Sell
15,029
-104
-0.7% -$10.5K 0.02% 708
2026
Q2 		$1.55M Buy
15,133
+653
+5% +$67.4K 0.02% 689
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Kestra Private Wealth Services's STIP Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.69% in Q3 2026, selling an estimated $10.5K and leaving 15,029 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #708.

Kestra Private Wealth Services first reported a position in STIP in Q1 2022 and has held it in 19 quarters since. The position peaked at $12.8M in Q4 2022. 509 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Kestra Private Wealth Services held 15,029 shares of iShares 0-5 Year TIPS Bond ETF worth $1.5M as of Q3 2026.
  • Kestra Private Wealth Services sold 104 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $10.5K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q3 2026, its #708 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 19 quarters since.
  • Kestra Private Wealth Services's iShares 0-5 Year TIPS Bond ETF position peaked at $12.8M in Q4 2022.
  • 509 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.