3AM
STIP icon

3EDGE Asset Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

3EDGE Asset 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 		$54.7M Sell
528,613
-587,089
-53% -$60.4M 2.64% 11
2025
Q4 		$114M Sell
1,115,702
-64,006
-5% -$6.59M 5.93% 5
2025
Q3 		$122M Buy
1,179,708
+63,189
+6% +$6.52M 6.88% 4
2025
Q2 		$115M Buy
1,116,519
+23,082
+2% +$2.37M 7.14% 4
2025
Q1 		$113M Sell
1,093,437
-168,046
-13% -$17.1M 7.69% 4
2024
Q4 		$127M Buy
1,261,483
+770,017
+157% +$77.6M 7.83% 3
2024
Q3 		$49.8M Sell
491,466
-75,280
-13% -$7.54M 3.53% 11
2024
Q2 		$56.4M Sell
566,746
-15,513
-3% -$1.54M 4.42% 10
2024
Q1 		$57.9M Sell
582,259
-36,157
-6% -$3.57M 4.51% 10
2023
Q4 		$61M Sell
618,416
-54,265
-8% -$5.29M 4.73% 8
2023
Q3 		$64.9M Sell
672,681
-633,208
-48% -$61.5M 4.97% 8
2023
Q2 		$127M Buy
1,305,889
+3,501
+0.3% +$344K 9.6% 4
2023
Q1 		$129M Buy
1,302,388
+533,536
+69% +$52.2M 9.73% 4
2022
Q4 		$74.5M Sell
768,852
-557,988
-42% -$54.2M 5.79% 4
2022
Q3 		$128M Sell
1,326,840
-76,211
-5% -$7.63M 9.9% 3
2022
Q2 		$142M Buy
1,403,051
+47,646
+4% +$4.92M 10.62% 2
2022
Q1 		$142M Buy
1,355,405
+123,578
+10% +$13M 10.59% 3
2021
Q4 		$130M Buy
1,231,827
+168,042
+16% +$17.8M 11.17% 5
2021
Q3 		$112M Buy
1,063,785
+612,267
+136% +$65M 8.86% 5
2021
Q2 		$48M Buy
451,518
+36,460
+9% +$3.87M 3.67% 10
2021
Q1 		$43.9M Buy
+415,058
New +$43.7M 3.68% 9

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

3EDGE Asset Management's STIP Position: Q1 2026 in Review

3EDGE Asset Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 53% in Q1 2026, selling an estimated $60.4M and leaving 528,613 shares worth $54.7M. The position accounts for 2.64% of the portfolio, ranked #11.

3EDGE Asset Management first reported a position in STIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $142M in Q2 2022. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • 3EDGE Asset Management held 528,613 shares of iShares 0-5 Year TIPS Bond ETF worth $54.7M as of Q1 2026.
  • 3EDGE Asset Management sold 587,089 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $60.4M.
  • iShares 0-5 Year TIPS Bond ETF made up 2.64% of 3EDGE Asset Management's portfolio in Q1 2026, its #11 holding.
  • 3EDGE Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 3EDGE Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $142M in Q2 2022.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on 3EDGE Asset Management's 13F filing for Q1 2026, filed 15 May 2026.