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Kovack Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Kovack Advisors’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 		$684K Buy
6,628
+3,134
+90% +$323K 0.04% 495
2025
Q4 		$358K Buy
3,494
+1,310
+60% +$135K 0.02% 704
2025
Q3 		$226K Buy
2,184
+6
+0.3% +$619 0.02% 537
2025
Q2 		$224K Buy
2,178
+7
+0.3% +$718 0.02% 532
2025
Q1 		$225K Sell
2,171
-334
-13% -$34K 0.02% 504
2024
Q4 		$252K Sell
2,505
-1,535
-38% -$155K 0.02% 510
2024
Q3 		$409K Sell
4,040
-1,487
-27% -$149K 0.04% 355
2024
Q2 		$550K Buy
5,527
+141
+3% +$14K 0.06% 287
2024
Q1 		$535K Buy
5,386
+1,007
+23% +$99.5K 0.06% 244
2023
Q4 		$432K Sell
4,379
-1,095
-20% -$107K 0.05% 334
2023
Q3 		$531K Buy
5,474
+688
+14% +$66.8K 0.07% 245
2023
Q2 		$467K Buy
4,786
+890
+23% +$87.6K 0.06% 310
2023
Q1 		$387K Buy
3,896
+87
+2% +$8.5K 0.05% 348
2022
Q4 		$369K Buy
+3,809
New +$370K 0.05% 354
2018
Q4 		– Sell
-2,307
Closed -$228K – 488
2018
Q3 		$228K Buy
2,307
+10
+0.4% +$990 0.06% 361
2018
Q2 		$229K Buy
+2,297
New +$229K 0.06% 346

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovack Advisors's STIP Position: Q1 2026 in Review

Kovack Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 90% in Q1 2026, buying an estimated $323K and bringing the position to 6,628 shares worth $684K. The position accounts for 0.04% of the portfolio, ranked #495.

Kovack Advisors first reported a position in STIP in Q2 2018 and has held it in 16 quarters since. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Kovack Advisors held 6,628 shares of iShares 0-5 Year TIPS Bond ETF worth $684K as of Q1 2026.
  • Kovack Advisors bought 3,134 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $323K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #495 holding.
  • Kovack Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 16 quarters since.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.