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Keystone Financial Group (Georgia)’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Keystone Financial Group (Georgia)’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
2025
Q3 		– Sell
-214
Closed -$22.1K – 147
2025
Q2 		$22.1K Sell
214
-3,157
-94% -$324K 0.01% 114
2025
Q1 		$346K Buy
+3,371
New +$343K 0.24% 44

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Keystone Financial Group (Georgia)'s STIP Position: Q3 2025 in Review

Keystone Financial Group (Georgia) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 214 shares — an estimated $22.1K sold.

Keystone Financial Group (Georgia) first reported a position in STIP in Q1 2025 and held it in 2 quarters. The position peaked at $346K in Q1 2025. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

  • Keystone Financial Group (Georgia) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 214 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $22.1K.
  • Keystone Financial Group (Georgia) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2025 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s iShares 0-5 Year TIPS Bond ETF position peaked at $346K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2025, filed 20 Oct 2025.