Keystone Financial Group (Kentucky)’s iShares TIPS Bond ETF TIP Stock Holding History

Keystone Financial Group (Kentucky)’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
2024 Q4	–	Sell	-3,044	Closed	-$336K	–	404
2024 Q3	$336K	Buy	+3,044	New	+$331K	0.04%	262
2024 Q2	–	Sell	-3,056	Closed	-$328K	–	302
2024 Q1	$328K	Sell	3,056 -248	-8%	-$26.5K	0.05%	244
2023 Q4	$355K	Sell	3,304 -5,019	-60%	-$525K	0.06%	189
2023 Q3	$863K	Sell	8,323 -208	-2%	-$22K	0.14%	109
2023 Q2	$918K	Buy	+8,531	New	+$929K	0.16%	103
2022 Q4	$1.26M	Sell	11,799 -1,557	-12%	-$166K	0.25%	82
2022 Q3	$1.4M	Sell	13,356 -42	-0.3%	-$4.76K	0.28%	75
2022 Q2	$1.53M	Buy	13,398 +220	+2%	+$26.1K	0.3%	76
2022 Q1	$1.64M	Buy	13,178 +1,437	+12%	+$181K	0.28%	76
2021 Q4	$1.52M	Buy	11,741 +6,493	+124%	+$837K	0.25%	82
2021 Q3	$670K	Buy	+5,248	New	+$677K	0.12%	135

Other funds holding TIP

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s TIP Position: Q4 2024 in Review

Keystone Financial Group (Kentucky) sold out of iShares TIPS Bond ETF (TIP) in Q4 2024, closing a stake of 3,044 shares — an estimated $336K sold.

Keystone Financial Group (Kentucky) first reported a position in TIP in Q3 2021 and held it in 11 quarters. The position peaked at $1.64M in Q1 2022. 1,015 funds tracked by Wall St. Rank hold TIP as of Q4 2024.

Keystone Financial Group (Kentucky) reported no remaining iShares TIPS Bond ETF position as of Q4 2024 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 3,044 iShares TIPS Bond ETF shares in Q4 2024, an estimated $336K.
Keystone Financial Group (Kentucky) first reported a position in iShares TIPS Bond ETF in Q3 2021 and held it in 11 quarters.
Keystone Financial Group (Kentucky)'s iShares TIPS Bond ETF position peaked at $1.64M in Q1 2022.
1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2024, filed 13 Feb 2025.