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 Q2	–	Sell	-103	Closed	-$10.7K	–	1446
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 $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

MWM

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

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

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

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Key Financial Inc's STIP Position: Q2 2026 in Review

Key Financial Inc sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 103 shares — an estimated $10.7K sold.

Key Financial Inc first reported a position in STIP in Q1 2023 and held it in 11 quarters. The position peaked at $10.7K in Q1 2026. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Key Financial Inc reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 103 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $10.7K.
Key Financial Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 11 quarters.
Key Financial Inc's iShares 0-5 Year TIPS Bond ETF position peaked at $10.7K in Q1 2026.
826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.