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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kingsview Wealth Management's STIP Position: Q1 2026 in Review

Kingsview Wealth Management opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 10,129 shares worth $1.05M. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in STIP as recently as Q2 2024.

Kingsview Wealth Management first reported a position in STIP in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.27M in Q3 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Kingsview Wealth Management held 10,129 shares of iShares 0-5 Year TIPS Bond ETF worth $1.05M as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new Kingsview Wealth Management position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #681 holding.
Kingsview Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2022 and has held it in 11 quarters since.
Kingsview Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $2.27M in Q3 2022.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.