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Blue Edge Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Blue Edge Capital’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 		$2.43M Buy
23,788
+4,605
+24% +$475K 0.29% 57
2026
Q1 		$1.98M Buy
19,183
+6,300
+49% +$649K 0.26% 63
2025
Q4 		$1.32M Buy
12,883
+8,085
+169% +$832K 0.18% 68
2025
Q3 		$496K Buy
4,798
+112
+2% +$11.6K 0.07% 92
2025
Q2 		$482K Buy
+4,686
New +$481K 0.07% 92
2023
Q1 		– Sell
-2,375
Closed -$230K – 107
2022
Q4 		$230K Buy
2,375
+8
+0.3% +$777 0.05% 102
2022
Q3 		$227K Buy
2,367
+68
+3% +$6.81K 0.06% 101
2022
Q2 		$233K Sell
2,299
-59,957
-96% -$6.19M 0.05% 100
2022
Q1 		$6.53M Sell
62,256
-1,216
-2% -$128K 1.31% 22
2021
Q4 		$6.72M Buy
63,472
+12,442
+24% +$1.32M 1.3% 25
2021
Q3 		$5.39M Buy
51,030
+4,271
+9% +$453K 1.12% 28
2021
Q2 		$4.97M Buy
46,759
+30,970
+196% +$3.29M 1.03% 31
2021
Q1 		$1.67M Buy
15,789
+6,542
+71% +$688K 0.37% 59
2020
Q4 		$966K Buy
9,247
+458
+5% +$47.5K 0.23% 70
2020
Q3 		$915K Sell
8,789
-8,302
-49% -$859K 0.25% 66
2020
Q2 		$1.75M Buy
17,091
+11,189
+190% +$1.14M 0.52% 47
2020
Q1 		$590K Buy
5,902
+1,855
+46% +$186K 0.21% 73
2019
Q4 		$408K Buy
4,047
+91
+2% +$9.13K 0.13% 79
2019
Q3 		$396K Buy
3,956
+257
+7% +$25.7K 0.14% 76
2019
Q2 		$372K Buy
3,699
+388
+12% +$38.8K 0.13% 78
2019
Q1 		$330K Buy
3,311
+1,030
+45% +$102K 0.13% 79
2018
Q4 		$224K Buy
+2,281
New +$224K 0.1% 84

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

Blue Edge Capital's STIP Position: Q2 2026 in Review

Blue Edge Capital increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 24% in Q2 2026, buying an estimated $475K and bringing the position to 23,788 shares worth $2.43M. The position accounts for 0.29% of the portfolio, ranked #57.

Blue Edge Capital first reported a position in STIP in Q4 2018 and has held it in 22 quarters since. The position peaked at $6.72M in Q4 2021. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Blue Edge Capital held 23,788 shares of iShares 0-5 Year TIPS Bond ETF worth $2.43M as of Q2 2026.
  • Blue Edge Capital bought 4,605 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $475K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.29% of Blue Edge Capital's portfolio in Q2 2026, its #57 holding.
  • Blue Edge Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2018 and has held it in 22 quarters since.
  • Blue Edge Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $6.72M in Q4 2021.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.