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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

Kings Path Partners's STIP Position: Q2 2026 in Review

Kings Path Partners reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 4.1% in Q2 2026, selling an estimated $4.02K and leaving 920 shares worth $94K. The position accounts for 0.03% of the portfolio, ranked #150.

Kings Path Partners first reported a position in STIP in Q2 2024 and has held it in 9 quarters since. The position peaked at $99.2K in Q1 2026. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Kings Path Partners held 920 shares of iShares 0-5 Year TIPS Bond ETF worth $94K as of Q2 2026.
Kings Path Partners sold 39 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $4.02K.
iShares 0-5 Year TIPS Bond ETF made up 0.03% of Kings Path Partners's portfolio in Q2 2026, its #150 holding.
Kings Path Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kings Path Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $99.2K in Q1 2026.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.