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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
Q2 		$402K Buy
3,936
+12
+0.3% +$1.24K 0.07% 224
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Keystone Wealth Services's STIP Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.31% in Q2 2026, buying an estimated $1.24K and bringing the position to 3,936 shares worth $402K. The position accounts for 0.07% of the portfolio, ranked #224.

Keystone Wealth Services first reported a position in STIP in Q4 2022 and has held it in 13 quarters since. The position peaked at $491K in Q3 2023. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Keystone Wealth Services held 3,936 shares of iShares 0-5 Year TIPS Bond ETF worth $402K as of Q2 2026.
  • Keystone Wealth Services bought 12 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.24K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.07% of Keystone Wealth Services's portfolio in Q2 2026, its #224 holding.
  • Keystone Wealth Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • Keystone Wealth Services's iShares 0-5 Year TIPS Bond ETF position peaked at $491K in Q3 2023.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.