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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
Q2 		$55.9M Buy
546,891
+18,278
+3% +$1.89M 2.49% 14
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 $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
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

3EDGE Asset Management's STIP Position: Q2 2026 in Review

3EDGE Asset Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 3.5% in Q2 2026, buying an estimated $1.89M and bringing the position to 546,891 shares worth $55.9M. The position accounts for 2.49% of the portfolio, ranked #14.

3EDGE Asset Management first reported a position in STIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $142M in Q2 2022. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • 3EDGE Asset Management held 546,891 shares of iShares 0-5 Year TIPS Bond ETF worth $55.9M as of Q2 2026.
  • 3EDGE Asset Management bought 18,278 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.89M.
  • iShares 0-5 Year TIPS Bond ETF made up 2.49% of 3EDGE Asset Management's portfolio in Q2 2026, its #14 holding.
  • 3EDGE Asset Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 3EDGE Asset Management's iShares 0-5 Year TIPS Bond ETF position peaked at $142M in Q2 2022.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on 3EDGE Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.