Keystone Wealth Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Keystone Wealth Services’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	$406K	Sell	3,924 -11	-0.3%	-$1.13K	0.09%	211
2025 Q4	$403K	Sell	3,935 -261	-6%	-$26.9K	0.08%	172
2025 Q3	$434K	Buy	+4,196	New	+$433K	0.09%	202
2025 Q1	–	Sell	-2,249	Closed	-$226K	–	273
2024 Q4	$226K	Sell	2,249 -281	-11%	-$28.3K	0.06%	235
2024 Q3	$256K	Sell	2,530 -1,003	-28%	-$100K	0.07%	218
2024 Q2	$352K	Sell	3,533 -850	-19%	-$84.3K	0.11%	163
2024 Q1	$436K	Sell	4,383 -433	-9%	-$42.8K	0.14%	139
2023 Q4	$475K	Sell	4,816 -250	-5%	-$24.4K	0.16%	123
2023 Q3	$491K	Buy	5,066 +48	+1%	+$4.66K	0.19%	117
2023 Q2	$490K	Buy	5,018 +151	+3%	+$14.9K	0.18%	120
2023 Q1	$483K	Buy	4,867 +870	+22%	+$85K	0.2%	116
2022 Q4	$388K	Buy	+3,997	New	+$388K	0.17%	120

Other funds holding STIP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

Keystone Wealth Services's STIP Position: Q1 2026 in Review

Keystone Wealth Services reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.28% in Q1 2026, selling an estimated $1.13K and leaving 3,924 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #211.

Keystone Wealth Services first reported a position in STIP in Q4 2022 and has held it in 12 quarters since. The position peaked at $491K in Q3 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Keystone Wealth Services held 3,924 shares of iShares 0-5 Year TIPS Bond ETF worth $406K as of Q1 2026.
Keystone Wealth Services sold 11 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $1.13K.
iShares 0-5 Year TIPS Bond ETF made up 0.09% of Keystone Wealth Services's portfolio in Q1 2026, its #211 holding.
Keystone Wealth Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 12 quarters since.
Keystone Wealth Services's iShares 0-5 Year TIPS Bond ETF position peaked at $491K in Q3 2023.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.