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 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 $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgestream Partners's STIP Position: Q1 2026 in Review

Edgestream Partners opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026: 13,974 shares worth $1.45M. The stake represents 0.05% of the portfolio and ranks #571 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in STIP as recently as Q3 2025.

Edgestream Partners first reported a position in STIP in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.63M in Q2 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Edgestream Partners held 13,974 shares of iShares 0-5 Year TIPS Bond ETF worth $1.45M as of Q1 2026.
iShares 0-5 Year TIPS Bond ETF was a new Edgestream Partners position in Q1 2026.
iShares 0-5 Year TIPS Bond ETF made up 0.05% of Edgestream Partners's portfolio in Q1 2026, its #571 holding.
Edgestream Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 4 quarters since.
Edgestream Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $2.63M in Q2 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.