Key Client Fiduciary Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Key Client Fiduciary Advisors’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 Q2	$205K	Sell	1,870 -33	-2%	-$3.65K	0.06%	207
2026 Q1	$210K	Sell	1,903 -17	-0.9%	-$1.88K	0.07%	195
2025 Q4	$211K	Buy	+1,920	New	+$213K	0.07%	191
2022 Q1	–	Sell	-1,567	Closed	-$202K	–	139
2021 Q4	$202K	Buy	+1,567	New	+$202K	0.17%	119

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Key Client Fiduciary Advisors's TIP Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 1.7% in Q2 2026, selling an estimated $3.65K and leaving 1,870 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #207.

Key Client Fiduciary Advisors first reported a position in TIP in Q4 2021 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Key Client Fiduciary Advisors held 1,870 shares of iShares TIPS Bond ETF worth $205K as of Q2 2026.
Key Client Fiduciary Advisors sold 33 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3.65K.
iShares TIPS Bond ETF made up 0.06% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #207 holding.
Key Client Fiduciary Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 4 quarters since.
Key Client Fiduciary Advisors's iShares TIPS Bond ETF position peaked at $211K in Q4 2025.
1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.