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

Keystone Financial Services (Colorado)’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 		$318K Buy
+3,117
New +$321K 0.08% 97
2026
Q1 		– Sell
-4,277
Closed -$438K – 137
2025
Q4 		$438K Sell
4,277
-800
-16% -$82.4K 0.13% 72
2025
Q3 		$525K Sell
5,077
-179
-3% -$18.5K 0.16% 67
2025
Q2 		$541K Buy
+5,256
New +$539K 0.18% 62

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Keystone Financial Services (Colorado)'s STIP Position: Q2 2026 in Review

Keystone Financial Services (Colorado) opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 3,117 shares worth $318K. The stake represents 0.08% of the portfolio and ranks #97 among its holdings. This is a return to the name: Keystone Financial Services (Colorado) previously reported a position in STIP as recently as Q4 2025.

Keystone Financial Services (Colorado) first reported a position in STIP in Q2 2025 and has held it in 4 quarters since. The position peaked at $541K in Q2 2025. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Keystone Financial Services (Colorado) held 3,117 shares of iShares 0-5 Year TIPS Bond ETF worth $318K as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Keystone Financial Services (Colorado) position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.08% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #97 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Keystone Financial Services (Colorado)'s iShares 0-5 Year TIPS Bond ETF position peaked at $541K in Q2 2025.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.