KERR FINANCIAL PLANNING Corp STIP β€” ISHARES 0-5 YEAR TIPS BOND ETF

Ownership history in KERR FINANCIAL PLANNING Corp  Β·  4 quarters on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported ISHARES 0-5 YEAR TIPS BOND ETF (STIP) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows STIP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in ISHARES 0-5 YEAR TIPS BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STIP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STIP stock page KERR FINANCIAL PLANNING Corp fund profile KERR FINANCIAL PLANNING Corp full holdings
How KERR FINANCIAL PLANNING Corp held STIP β€” position size vs. price
% of Fund (quarterly)    STIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 11 β€” 0% 0.00% $1K 2026-07-02 $101.23
2026 Q1 REDUCED 45.0% +0.7% ❌ 11 -9 -45.0% 0.00% $1K 2026-04-29 $101.34
2025 Q4 ADDED β€” β€” β€” 20 +10 +100.0% 0.00% $2K 2026-02-10 $100.12
2025 Q3 INITIATED β€” β€” β€” 10 β€” β€” 0.00% $1K 2025-11-25 $99.51

🏒 Other funds also holding STIP

As of 2026 Q2 β€” sorted by position size

CX Institutional 3Y 7Y 0.0%

FAQ About KERR FINANCIAL PLANNING Corp and STIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning STIP?

KERR FINANCIAL PLANNING Corp reported STIP across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported STIP position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for STIP was 0.00% in 2025 Q4.

What is the latest reported STIP position on this page?

The most recent filing on this page is 2026 Q2, when KERR FINANCIAL PLANNING Corp reported 11 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this STIP ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly STIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KERR FINANCIAL PLANNING Corp time their STIP position?

Based on 13F filing dates vs. subsequent STIP price moves, KERR FINANCIAL PLANNING Corp correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on STIP relative to SPY over the holding period was -14.6%.

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