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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
Q3 		$1.53M Hold
14,978
– – 0.25% 81
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

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

PKS Advisory Services's STIP Position: Q3 2026 in Review

PKS Advisory Services held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2026 at 14,978 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #81.

PKS Advisory Services first reported a position in STIP in Q2 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • PKS Advisory Services held 14,978 shares of iShares 0-5 Year TIPS Bond ETF worth $1.53M as of Q3 2026.
  • PKS Advisory Services left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.25% of PKS Advisory Services's portfolio in Q3 2026, its #81 holding.
  • PKS Advisory Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.