KWM
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Kiker Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kiker Wealth Management’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 		$6.64M Buy
+65,003
New +$6.7M 2.59% 14
2025
Q3 		– Sell
-904
Closed -$93K – 592
2025
Q2 		$93K Sell
904
-207
-19% -$21.2K 0.05% 134
2025
Q1 		$115K Sell
1,111
-1,181
-52% -$120K 0.08% 116
2024
Q4 		$231K Buy
+2,292
New +$231K 0.19% 83

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

Kiker Wealth Management's STIP Position: Q2 2026 in Review

Kiker Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 65,003 shares worth $6.64M. The stake represents 2.59% of the portfolio and ranks #14 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in STIP as recently as Q2 2025.

Kiker Wealth Management first reported a position in STIP in Q4 2024 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Kiker Wealth Management held 65,003 shares of iShares 0-5 Year TIPS Bond ETF worth $6.64M as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Kiker Wealth Management position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 2.59% of Kiker Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Kiker Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.