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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
Q2 		$325K Sell
3,198
-3,430
-52% -$354K 0.02% 775
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 $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

Kovack Advisors's STIP Position: Q2 2026 in Review

Kovack Advisors reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 52% in Q2 2026, selling an estimated $354K and leaving 3,198 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #775.

Kovack Advisors first reported a position in STIP in Q2 2018 and has held it in 17 quarters since. The position peaked at $684K in Q1 2026. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Kovack Advisors held 3,198 shares of iShares 0-5 Year TIPS Bond ETF worth $325K as of Q2 2026.
  • Kovack Advisors sold 3,430 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $354K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #775 holding.
  • Kovack Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2018 and has held it in 17 quarters since.
  • Kovack Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $684K in Q1 2026.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.