PKS Advisory Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

PKS Advisory Services’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	$1.53M	Buy	+14,978	New	+$1.54M	0.24%	82
2025 Q3	–	Sell	-6,170	Closed	-$624K	–	273
2025 Q2	$624K	Buy	+6,170	New	+$633K	0.15%	129

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

PKS Advisory Services's STIP Position: Q2 2026 in Review

PKS Advisory Services opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 14,978 shares worth $1.53M. The stake represents 0.24% of the portfolio and ranks #82 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in STIP as recently as Q2 2025.

PKS Advisory Services first reported a position in STIP in Q2 2025 and has held it in 2 quarters since. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

PKS Advisory Services held 14,978 shares of iShares 0-5 Year TIPS Bond ETF worth $1.53M as of Q2 2026.
iShares 0-5 Year TIPS Bond ETF was a new PKS Advisory Services position in Q2 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.24% of PKS Advisory Services's portfolio in Q2 2026, its #82 holding.
PKS Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 2 quarters since.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.