EDRH
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return