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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
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: Q1 2026 in Review

Keystone Financial Services (Colorado) sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 4,277 shares — an estimated $438K sold.

Keystone Financial Services (Colorado) first reported a position in STIP in Q2 2025 and held it in 3 quarters. The position peaked at $541K in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Keystone Financial Services (Colorado) reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 4,277 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $438K.
  • Keystone Financial Services (Colorado) first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and held it in 3 quarters.
  • Keystone Financial Services (Colorado)'s iShares 0-5 Year TIPS Bond ETF position peaked at $541K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.