Edgestream Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Edgestream Partners’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	$2.79M	Buy	27,318 +13,344	+95%	+$1.38M	0.08%	432
2026 Q1	$1.45M	Buy	+13,974	New	+$1.44M	0.05%	571
2025 Q4	–	Sell	-23,800	Closed	-$2.46M	–	1134
2025 Q3	$2.46M	Sell	23,800 -1,800	-7%	-$186K	0.07%	468
2025 Q2	$2.63M	Buy	+25,600	New	+$2.63M	0.07%	462
2024 Q4	–	Sell	-10,369	Closed	-$1.05M	–	1078
2024 Q3	$1.05M	Buy	+10,369	New	+$1.04M	0.05%	563

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Edgestream Partners's STIP Position: Q2 2026 in Review

Edgestream Partners increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 95% in Q2 2026, buying an estimated $1.38M and bringing the position to 27,318 shares worth $2.79M. The position accounts for 0.08% of the portfolio, ranked #432.

Edgestream Partners first reported a position in STIP in Q3 2024 and has held it in 5 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Edgestream Partners held 27,318 shares of iShares 0-5 Year TIPS Bond ETF worth $2.79M as of Q2 2026.
Edgestream Partners bought 13,344 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $1.38M.
iShares 0-5 Year TIPS Bond ETF made up 0.08% of Edgestream Partners's portfolio in Q2 2026, its #432 holding.
Edgestream Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 5 quarters since.
827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.