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Edmond de Rothschild Holding’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Edmond de Rothschild Holding’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 		– Sell
-165
Closed -$17.1K – 640
2026
Q1 		$17.1K Hold
165
– – ﹤0.01% 489
2025
Q4 		$16.9K Hold
165
– – ﹤0.01% 519
2025
Q3 		$17.1K Hold
165
– – ﹤0.01% 518
2025
Q2 		$17K Hold
165
– – ﹤0.01% 510
2025
Q1 		$17.1K Hold
165
– – ﹤0.01% 517
2024
Q4 		$16.6K Sell
165
-135
-45% -$13.6K ﹤0.01% 553
2024
Q3 		$30.4K Hold
300
– – ﹤0.01% 560
2024
Q2 		$29.8K Hold
300
– – ﹤0.01% 593
2024
Q1 		$29.8K Hold
300
– – ﹤0.01% 603
2023
Q4 		$29.6K Buy
+300
New +$29.2K ﹤0.01% 610

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 22.9% 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

Edmond de Rothschild Holding's STIP Position: Q2 2026 in Review

Edmond de Rothschild Holding sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026, closing a stake of 165 shares — an estimated $17.1K sold.

Edmond de Rothschild Holding first reported a position in STIP in Q4 2023 and held it in 10 quarters. The position peaked at $30.4K in Q3 2024. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Edmond de Rothschild Holding reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 165 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $17.1K.
  • Edmond de Rothschild Holding first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 10 quarters.
  • Edmond de Rothschild Holding's iShares 0-5 Year TIPS Bond ETF position peaked at $30.4K in Q3 2024.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.