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Kestra Private Wealth Services’s iShares TIPS Bond ETF TIP Stock Holding History

Kestra Private Wealth Services’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Buy
10,572
+504
+5% +$55.8K 0.01% 758
2025
Q4 		$1.11M Sell
10,068
-345
-3% -$38.3K 0.01% 770
2025
Q3 		$1.16M Sell
10,413
-217
-2% -$24K 0.02% 714
2025
Q2 		$1.17M Buy
10,630
+117
+1% +$12.8K 0.02% 681
2025
Q1 		$1.17M Buy
10,513
+1,569
+18% +$170K 0.02% 622
2024
Q4 		$953K Buy
8,944
+497
+6% +$53.8K 0.02% 664
2024
Q3 		$933K Sell
8,447
-256
-3% -$27.8K 0.02% 638
2024
Q2 		$929K Sell
8,703
-1,167
-12% -$124K 0.02% 597
2024
Q1 		$1.06M Sell
9,870
-1,247
-11% -$133K 0.02% 538
2023
Q4 		$1.19M Sell
11,117
-7,679
-41% -$803K 0.03% 478
2023
Q3 		$1.95M Sell
18,796
-8,575
-31% -$907K 0.06% 313
2023
Q2 		$2.95M Sell
27,371
-2,300
-8% -$250K 0.1% 219
2023
Q1 		$3.27M Buy
29,671
+3,845
+15% +$416K 0.13% 177
2022
Q4 		$2.75M Buy
25,826
+7,593
+42% +$811K 0.14% 167
2022
Q3 		$1.91M Sell
18,233
-5,808
-24% -$658K 0.11% 212
2022
Q2 		$2.74M Buy
24,041
+2,219
+10% +$263K 0.16% 155
2022
Q1 		$2.72M Buy
21,822
+36
+0.2% +$4.53K 0.13% 167
2021
Q4 		$2.81M Buy
21,786
+7,048
+48% +$909K 0.13% 164
2021
Q3 		$1.88M Buy
14,738
+2,050
+16% +$264K 0.11% 213
2021
Q2 		$1.62M Buy
12,688
+592
+5% +$75.2K 0.1% 234
2021
Q1 		$1.52M Sell
12,096
-6,253
-34% -$791K 0.11% 216
2020
Q4 		$2.34M Sell
18,349
-894
-5% -$113K 0.17% 144
2020
Q3 		$2.43M Buy
+19,243
New +$2.42M 0.21% 111

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Private Wealth Services's TIP Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares TIPS Bond ETF (TIP) stake by 5% in Q1 2026, buying an estimated $55.8K and bringing the position to 10,572 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #758.

Kestra Private Wealth Services first reported a position in TIP in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.27M in Q1 2023. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Kestra Private Wealth Services held 10,572 shares of iShares TIPS Bond ETF worth $1.17M as of Q1 2026.
  • Kestra Private Wealth Services bought 504 iShares TIPS Bond ETF shares in Q1 2026, an estimated $55.8K.
  • iShares TIPS Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #758 holding.
  • Kestra Private Wealth Services first reported a position in iShares TIPS Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares TIPS Bond ETF position peaked at $3.27M in Q1 2023.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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