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

Kingsview 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 		$1.46M Buy
14,248
+4,119
+41% +$425K 0.02% 638
2026
Q1 		$1.05M Buy
+10,129
New +$1.04M 0.01% 681
2024
Q3 		– Sell
-2,423
Closed -$241K – 1152
2024
Q2 		$241K Sell
2,423
-168
-6% -$16.7K 0.01% 922
2024
Q1 		$258K Sell
2,591
-44
-2% -$4.35K 0.01% 874
2023
Q4 		$260K Sell
2,635
-165
-6% -$16.1K 0.01% 815
2023
Q3 		$271K Buy
2,800
+142
+5% +$13.8K 0.01% 784
2023
Q2 		$259K Sell
2,658
-407
-13% -$40K 0.01% 789
2023
Q1 		$304K Sell
3,065
-15,334
-83% -$1.5M 0.01% 707
2022
Q4 		$1.78M Sell
18,399
-5,164
-22% -$502K 0.08% 248
2022
Q3 		$2.27M Buy
23,563
+1,384
+6% +$139K 0.11% 208
2022
Q2 		$2.25M Buy
22,179
+13,071
+144% +$1.35M 0.11% 199
2022
Q1 		$956K Buy
+9,108
New +$959K 0.04% 411

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

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

Kingsview Wealth Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 41% in Q2 2026, buying an estimated $425K and bringing the position to 14,248 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #638.

Kingsview Wealth Management first reported a position in STIP in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.27M in Q3 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Kingsview Wealth Management held 14,248 shares of iShares 0-5 Year TIPS Bond ETF worth $1.46M as of Q2 2026.
  • Kingsview Wealth Management bought 4,119 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $425K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #638 holding.
  • Kingsview Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • Kingsview Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.27M in Q3 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.