Key Financial Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Key Financial Inc’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	$10.7K	Hold	103	–	–	﹤0.01%	871
2025 Q4	$10.5K	Hold	103	–	–	﹤0.01%	876
2025 Q3	$10.6K	Buy	+103	New	+$10.6K	﹤0.01%	865
2025 Q1	–	Sell	-5	Closed	-$503	–	1413
2024 Q4	$503	Hold	5	–	–	﹤0.01%	1287
2024 Q3	$507	Hold	5	–	–	﹤0.01%	1258
2024 Q2	$497	Hold	5	–	–	﹤0.01%	1250
2024 Q1	$497	Hold	5	–	–	﹤0.01%	1230
2023 Q4	$493	Hold	5	–	–	﹤0.01%	1230
2023 Q3	$485	Hold	5	–	–	﹤0.01%	1252
2023 Q2	$488	Hold	5	–	–	﹤0.01%	1297
2023 Q1	$496	Buy	+5	New	+$489	﹤0.01%	1091

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Key Financial Inc's STIP Position: Q1 2026 in Review

Key Financial Inc held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 103 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Key Financial Inc first reported a position in STIP in Q1 2023 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Key Financial Inc held 103 shares of iShares 0-5 Year TIPS Bond ETF worth $10.7K as of Q1 2026.
Key Financial Inc left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #871 holding.
Key Financial Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 11 quarters since.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.