Kings Path Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kings Path Partners’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 Q3	$88.5K	Sell	888 -32	-3%	-$3.22K	0.02%	156
2026 Q2	$94K	Sell	920 -39	-4%	-$4.02K	0.03%	150
2026 Q1	$99.2K	Buy	959 +67	+8%	+$6.9K	0.03%	135
2025 Q4	$91.3K	Buy	892 +20	+2%	+$2.06K	0.03%	134
2025 Q3	$90.1K	Hold	872	–	–	0.03%	131
2025 Q2	$89.7K	Buy	872 +110	+14%	+$11.3K	0.04%	126
2025 Q1	$78.8K	Hold	762	–	–	0.04%	126
2024 Q4	$76.7K	Hold	762	–	–	0.03%	152
2024 Q3	$77.2K	Sell	762 -75	-9%	-$7.51K	0.03%	155
2024 Q2	$83.3K	Buy	+837	New	+$83K	0.04%	136

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kings Path Partners's STIP Position: Q3 2026 in Review

Kings Path Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q3 2026, selling an estimated $3.22K and leaving 888 shares worth $88.5K. The position accounts for 0.02% of the portfolio, ranked #156.

Kings Path Partners first reported a position in STIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $99.2K in Q1 2026. 341 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Kings Path Partners held 888 shares of iShares 0-5 Year TIPS Bond ETF worth $88.5K as of Q3 2026.
Kings Path Partners sold 32 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $3.22K.
iShares 0-5 Year TIPS Bond ETF made up 0.02% of Kings Path Partners's portfolio in Q3 2026, its #156 holding.
Kings Path Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $99.2K in Q1 2026.
341 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.