Engineers Gate Manager’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Engineers Gate Manager’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
2025 Q3	–	Sell	-5,919	Closed	-$609K	–	2509
2025 Q2	$609K	Buy	5,919 +1,572	+36%	+$161K	0.01%	1388
2025 Q1	$450K	Buy	+4,347	New	+$443K	0.01%	1504
2024 Q4	–	Sell	-11,231	Closed	-$1.14M	–	2556
2024 Q3	$1.14M	Buy	+11,231	New	+$1.12M	0.02%	910

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Engineers Gate Manager's STIP Position: Q3 2025 in Review

Engineers Gate Manager sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 5,919 shares — an estimated $609K sold.

Engineers Gate Manager first reported a position in STIP in Q3 2024 and held it in 3 quarters. The position peaked at $1.14M in Q3 2024. 768 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Engineers Gate Manager reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Engineers Gate Manager sold 5,919 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $609K.
Engineers Gate Manager first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and held it in 3 quarters.
Engineers Gate Manager's iShares 0-5 Year TIPS Bond ETF position peaked at $1.14M in Q3 2024.
768 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Engineers Gate Manager's 13F filing for Q3 2025, filed 14 Nov 2025.