EH
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Equitable Holdings’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Equitable Holdings’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 		$9.33M Buy
91,287
+35,568
+64% +$3.67M 0.06% 302
2026
Q1 		$5.71M Buy
55,719
+10,101
+22% +$1.04M 0.04% 396
2025
Q4 		$4.67M Sell
45,618
-11,207
-20% -$1.15M 0.03% 392
2025
Q3 		$5.87M Buy
56,825
+3,039
+6% +$313K 0.04% 319
2025
Q2 		$5.54M Buy
53,786
+9,299
+21% +$954K 0.05% 297
2025
Q1 		$4.6M Buy
44,487
+21,152
+91% +$2.16M 0.04% 305
2024
Q4 		$2.35M Sell
23,335
-12,549
-35% -$1.26M 0.02% 438
2024
Q3 		$3.64M Sell
35,884
-14,823
-29% -$1.48M 0.04% 342
2024
Q2 		$5.04M Buy
50,707
+12,411
+32% +$1.23M 0.05% 261
2024
Q1 		$3.81M Sell
38,296
-75,922
-66% -$7.5M 0.04% 299
2023
Q4 		$11.3M Sell
114,218
-52,831
-32% -$5.15M 0.14% 128
2023
Q3 		$16.2M Sell
167,049
-29,720
-15% -$2.89M 0.23% 88
2023
Q2 		$19.2M Buy
196,769
+6,064
+3% +$597K 0.28% 81
2023
Q1 		$18.9M Buy
190,705
+11,028
+6% +$1.08M 0.3% 74
2022
Q4 		$17.4M Buy
179,677
+28,692
+19% +$2.79M 0.3% 74
2022
Q3 		$14.5M Buy
150,985
+85,897
+132% +$8.6M 0.28% 75
2022
Q2 		$6.6M Buy
65,088
+14,982
+30% +$1.55M 0.13% 120
2022
Q1 		$5.26M Buy
50,106
+17,433
+53% +$1.84M 0.09% 150
2021
Q4 		$3.46M Buy
32,673
+339
+1% +$35.9K 0.05% 206
2021
Q3 		$3.42M Buy
32,334
+2,599
+9% +$276K 0.06% 194
2021
Q2 		$3.16M Buy
29,735
+2,900
+11% +$308K 0.05% 193
2021
Q1 		$2.84M Buy
26,835
+4,483
+20% +$472K 0.06% 187
2020
Q4 		$2.33M Buy
22,352
+2,215
+11% +$230K 0.05% 207
2020
Q3 		$2.1M Buy
20,137
+1,802
+10% +$186K 0.05% 200
2020
Q2 		$1.88M Buy
18,335
+10,367
+130% +$1.05M 0.05% 216
2020
Q1 		$796K Sell
7,968
-1,311
-14% -$132K 0.03% 298
2019
Q4 		$934K Buy
+9,279
New +$931K 0.03% 303

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 22.96% 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

Equitable Holdings's STIP Position: Q2 2026 in Review

Equitable Holdings increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 64% in Q2 2026, buying an estimated $3.67M and bringing the position to 91,287 shares worth $9.33M. The position accounts for 0.06% of the portfolio, ranked #302.

Equitable Holdings first reported a position in STIP in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.2M in Q2 2023. 824 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Equitable Holdings held 91,287 shares of iShares 0-5 Year TIPS Bond ETF worth $9.33M as of Q2 2026.
  • Equitable Holdings bought 35,568 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $3.67M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #302 holding.
  • Equitable Holdings first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's iShares 0-5 Year TIPS Bond ETF position peaked at $19.2M in Q2 2023.
  • 824 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.