KFI
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Key Financial Inc’s iShares TIPS Bond ETF TIP Stock Holding History

Key Financial Inc’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 		$117K Sell
1,059
-2
-0.2% -$221 0.02% 380
2025
Q4 		$117K Hold
1,061
– – 0.02% 370
2025
Q3 		$118K Buy
1,061
+370
+54% +$40.9K 0.02% 365
2025
Q2 		$76K Hold
691
– – 0.02% 421
2025
Q1 		$76.8K Hold
691
– – 0.02% 404
2024
Q4 		$73.6K Hold
691
– – 0.02% 412
2024
Q3 		$76.3K Sell
691
-315
-31% -$34.2K 0.02% 399
2024
Q2 		$107K Hold
1,006
– – 0.03% 326
2024
Q1 		$108K Sell
1,006
-375
-27% -$40.1K 0.03% 306
2023
Q4 		$148K Buy
1,381
+375
+37% +$39.2K 0.04% 248
2023
Q3 		$104K Buy
1,006
+40
+4% +$4.23K 0.04% 278
2023
Q2 		$104K Sell
966
-149
-13% -$16.2K 0.03% 286
2023
Q1 		$123K Sell
1,115
-1,598
-59% -$173K 0.04% 253
2022
Q4 		$285K Hold
2,713
– – 0.13% 131
2022
Q3 		$285K Sell
2,713
-1,065
-28% -$121K 0.13% 133
2022
Q2 		$435K Hold
3,778
– – 0.24% 82
2022
Q1 		$471K Buy
3,778
+35
+0.9% +$4.4K 0.23% 80
2021
Q4 		$484K Buy
3,743
+192
+5% +$24.8K 0.24% 78
2021
Q3 		$453K Hold
3,551
– – 0.26% 76
2021
Q2 		$464K Buy
3,551
+110
+3% +$14K 0.26% 79
2021
Q1 		$432K Buy
3,441
+455
+15% +$57.6K 0.28% 72
2020
Q4 		$381K Buy
2,986
+395
+15% +$49.8K 0.28% 70
2020
Q3 		$328K Buy
2,591
+616
+31% +$77.4K 0.34% 76
2020
Q2 		$243K Buy
1,975
+117
+6% +$14.2K 0.28% 86
2020
Q1 		$220K Sell
1,858
-148
-7% -$17.4K 0.23% 86
2019
Q4 		$234K Buy
+2,006
New +$233K 0.22% 95

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

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

Key Financial Inc reduced its iShares TIPS Bond ETF (TIP) stake by 0.19% in Q1 2026, selling an estimated $221 and leaving 1,059 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #380.

Key Financial Inc first reported a position in TIP in Q4 2019 and has held it in 26 quarters since. The position peaked at $484K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Key Financial Inc held 1,059 shares of iShares TIPS Bond ETF worth $117K as of Q1 2026.
  • Key Financial Inc sold 2 iShares TIPS Bond ETF shares in Q1 2026, an estimated $221.
  • iShares TIPS Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #380 holding.
  • Key Financial Inc first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's iShares TIPS Bond ETF position peaked at $484K in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

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