WKWM
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Walter & Keenan Wealth Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Walter & Keenan 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 		$341K Sell
3,294
-1,280
-28% -$132K 0.1% 127
2025
Q4 		$468K Sell
4,574
-124
-3% -$12.8K 0.13% 108
2025
Q3 		$486K Buy
4,698
+6
+0.1% +$619 0.13% 107
2025
Q2 		$483K Sell
4,692
-992
-17% -$102K 0.14% 110
2025
Q1 		$588K Buy
5,684
+1
+0% +$102 0.18% 98
2024
Q4 		$572K Sell
5,683
-424
-7% -$42.7K 0.17% 100
2024
Q3 		$619K Sell
6,107
-18
-0.3% -$1.8K 0.19% 97
2024
Q2 		$609K Buy
6,125
+25
+0.4% +$2.48K 0.19% 94
2024
Q1 		$607K Sell
6,100
-500
-8% -$49.4K 0.2% 96
2023
Q4 		$651K Sell
6,600
-350
-5% -$34.1K 0.23% 86
2023
Q3 		$674K Sell
6,950
-7,700
-53% -$748K 0.26% 84
2023
Q2 		$1.43M Buy
14,650
+420
+3% +$41.3K 0.53% 54
2023
Q1 		$1.41M Buy
14,230
+1,480
+12% +$145K 0.54% 52
2022
Q4 		$1.24M Buy
12,750
+10,525
+473% +$1.02M 0.49% 54
2022
Q3 		$214K Buy
+2,225
New +$223K 0.09% 133

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

Walter & Keenan Wealth Management's STIP Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 28% in Q1 2026, selling an estimated $132K and leaving 3,294 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #127.

Walter & Keenan Wealth Management first reported a position in STIP in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q2 2023. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Walter & Keenan Wealth Management held 3,294 shares of iShares 0-5 Year TIPS Bond ETF worth $341K as of Q1 2026.
  • Walter & Keenan Wealth Management sold 1,280 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $132K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.1% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Walter & Keenan Wealth Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Walter & Keenan Wealth Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.43M in Q2 2023.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.