Israel Englander’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Israel Englander’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	-3,628	Closed	-$373K	–	6452
2025 Q2	$373K	Buy	3,628 +964	+36%	+$98.9K	﹤0.01%	5076
2025 Q1	$276K	Buy	+2,664	New	+$271K	﹤0.01%	5143
2024 Q4	–	Sell	-6,884	Closed	-$697K	–	6442
2024 Q3	$697K	Buy	+6,884	New	+$690K	﹤0.01%	4562
2023 Q4	–	Sell	-15,779	Closed	-$1.53M	–	6512
2023 Q3	$1.53M	Buy	15,779 +11,640	+281%	+$1.13M	﹤0.01%	3821
2023 Q2	$404K	Sell	4,139 -23,669	-85%	-$2.33M	﹤0.01%	4685
2023 Q1	$2.76M	Sell	27,808 -8,401	-23%	-$821K	﹤0.01%	3124
2022 Q4	$3.51M	Buy	36,209 +15,611	+76%	+$1.52M	﹤0.01%	3100
2022 Q3	$1.98M	Buy	20,598 +6,251	+44%	+$626K	﹤0.01%	3750
2022 Q2	$1.46M	Sell	14,347 -16,327	-53%	-$1.69M	﹤0.01%	4015
2022 Q1	$3.22M	Sell	30,674 -18,667	-38%	-$1.97M	﹤0.01%	3428
2021 Q4	$5.22M	Buy	49,341 +44,669	+956%	+$4.73M	﹤0.01%	2865
2021 Q3	$494K	Buy	+4,672	New	+$496K	﹤0.01%	5357
2018 Q1	–	Sell	-6,517	Closed	-$651K	–	4055
2017 Q4	$651K	Buy	6,517 +2,285	+54%	+$229K	﹤0.01%	2960
2017 Q3	$425K	Buy	+4,232	New	+$425K	﹤0.01%	2918

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

Israel Englander's STIP Position: Q3 2025 in Review

Israel Englander sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2025, closing a stake of 3,628 shares — an estimated $373K sold.

Israel Englander first reported a position in STIP in Q3 2017 and held it in 14 quarters. The position peaked at $5.22M in Q4 2021. 766 funds tracked by Wall St. Rank hold STIP as of Q3 2025.

Israel Englander reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2025 after selling out during the quarter.
Israel Englander sold 3,628 iShares 0-5 Year TIPS Bond ETF shares in Q3 2025, an estimated $373K.
Israel Englander first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2017 and held it in 14 quarters.
Israel Englander's iShares 0-5 Year TIPS Bond ETF position peaked at $5.22M in Q4 2021.
766 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2025.

Based on Millennium Management's 13F filing for Q3 2025, filed 14 Nov 2025.