KFGK
STIP icon

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

Keystone Financial Group (Kentucky)’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
2023
Q3 		– Sell
-7,869
Closed -$768K – 317
2023
Q2 		$768K Buy
+7,869
New +$774K 0.13% 117
2022
Q4 		$809K Hold
8,347
– – 0.16% 106
2022
Q3 		$802K Sell
8,347
-1,440
-15% -$144K 0.16% 107
2022
Q2 		$993K Sell
9,787
-40
-0.4% -$4.13K 0.2% 93
2022
Q1 		$1.03M Buy
9,827
+5,770
+142% +$608K 0.18% 101
2021
Q4 		$430K Buy
4,057
+790
+24% +$83.7K 0.07% 182
2021
Q3 		$345K Hold
3,267
– – 0.06% 203
2021
Q2 		$347K Hold
3,267
– – 0.06% 201
2021
Q1 		$345K Sell
3,267
-7
-0.2% -$736 0.07% 192
2020
Q4 		$342K Sell
3,274
-28
-0.8% -$2.9K 0.07% 180
2020
Q3 		$344K Hold
3,302
– – 0.08% 165
2020
Q2 		$338K Hold
3,302
– – 0.09% 160
2020
Q1 		$330K Sell
3,302
-169
-5% -$17K 0.11% 140
2019
Q4 		$350K Hold
3,471
– – 0.09% 160
2019
Q3 		$348K Hold
3,471
– – 0.11% 154
2019
Q2 		$349K Sell
3,471
-110
-3% -$11K 0.11% 150
2019
Q1 		$357K Buy
3,581
+7
+0.2% +$692 0.13% 139
2018
Q4 		$350K Sell
3,574
-1,295
-27% -$127K 0.16% 122
2018
Q3 		$480K Hold
4,869
– – 0.2% 115
2018
Q2 		$483K Sell
4,869
-390
-7% -$38.8K 0.27% 93
2018
Q1 		$525K Hold
5,259
– – 0.29% 85
2017
Q4 		$525K Buy
+5,259
New +$527K 0.33% 61

Other funds holding STIP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s STIP Position: Q3 2023 in Review

Keystone Financial Group (Kentucky) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2023, closing a stake of 7,869 shares — an estimated $768K sold.

Keystone Financial Group (Kentucky) first reported a position in STIP in Q4 2017 and held it in 22 quarters. The position peaked at $1.03M in Q1 2022. 583 funds tracked by Wall St. Rank hold STIP as of Q3 2023.

  • Keystone Financial Group (Kentucky) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 7,869 iShares 0-5 Year TIPS Bond ETF shares in Q3 2023, an estimated $768K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2017 and held it in 22 quarters.
  • Keystone Financial Group (Kentucky)'s iShares 0-5 Year TIPS Bond ETF position peaked at $1.03M in Q1 2022.
  • 583 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2023, filed 6 Nov 2023.