Key Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Key Capital Management’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	$34.2K	Buy	+335	New	+$34.6K	0.02%	204

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Key Capital Management's STIP Position: Q2 2026 in Review

Key Capital Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 335 shares worth $34.2K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings.

529 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Key Capital Management held 335 shares of iShares 0-5 Year TIPS Bond ETF worth $34.2K as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new Key Capital Management position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Key Capital Management's portfolio in Q2 2026, its #204 holding.
529 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.