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 Q2	$11.8M	Sell	115,464 -63,793	-36%	-$6.58M	0.42%	27
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 $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 22.96% 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

Elm Partners Management's STIP Position: Q2 2026 in Review

Elm Partners Management reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 36% in Q2 2026, selling an estimated $6.58M and leaving 115,464 shares worth $11.8M. The position accounts for 0.42% of the portfolio, ranked #27.

Elm Partners Management first reported a position in STIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $57.6M in Q1 2025. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

Elm Partners Management held 115,464 shares of iShares 0-5 Year TIPS Bond ETF worth $11.8M as of Q2 2026.
Elm Partners Management sold 63,793 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $6.58M.
iShares 0-5 Year TIPS Bond ETF made up 0.42% of Elm Partners Management's portfolio in Q2 2026, its #27 holding.
Elm Partners Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
Elm Partners Management's iShares 0-5 Year TIPS Bond ETF position peaked at $57.6M in Q1 2025.
824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.