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

Elm Partners Management’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	$18.5M	Sell	179,257 -249,346	-58%	-$25.7M	0.8%	24
2025 Q4	$43.9M	Sell	428,603 -15,236	-3%	-$1.57M	1.99%	14
2025 Q3	$45.9M	Sell	443,839 -3,998	-0.9%	-$412K	2.29%	13
2025 Q2	$46.1M	Sell	447,837 -108,881	-20%	-$11.2M	2.68%	12
2025 Q1	$57.6M	Buy	556,718 +376,939	+210%	+$38.4M	3.71%	9
2024 Q4	$18.1M	Buy	179,779 +74,956	+72%	+$7.56M	1.24%	16
2024 Q3	$10.6M	Sell	104,823 -77,222	-42%	-$7.73M	0.76%	21
2024 Q2	$18.1M	Buy	182,045 +80,089	+79%	+$7.95M	1.39%	16
2024 Q1	$10.1M	Sell	101,956 -12,759	-11%	-$1.26M	0.8%	23
2023 Q4	$11.3M	Buy	114,715 +54,017	+89%	+$5.26M	1.03%	24
2023 Q3	$5.88M	Buy	60,698 +32,676	+117%	+$3.17M	0.61%	24
2023 Q2	$2.73M	Sell	28,022 -60,035	-68%	-$5.91M	0.28%	28
2023 Q1	$8.74M	Buy	+88,057	New	+$8.61M	0.92%	20

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

Elm Partners Management's STIP Position: Q1 2026 in Review

Elm Partners Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 58% in Q1 2026, selling an estimated $25.7M and leaving 179,257 shares worth $18.5M. The position accounts for 0.8% of the portfolio, ranked #24.

Elm Partners Management first reported a position in STIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $57.6M in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Elm Partners Management held 179,257 shares of iShares 0-5 Year TIPS Bond ETF worth $18.5M as of Q1 2026.
Elm Partners Management sold 249,346 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $25.7M.
iShares 0-5 Year TIPS Bond ETF made up 0.8% of Elm Partners Management's portfolio in Q1 2026, its #24 holding.
Elm Partners Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
Elm Partners Management's iShares 0-5 Year TIPS Bond ETF position peaked at $57.6M in Q1 2025.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.