New York Life Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

New York Life Investment 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
2025 Q4	–	Sell	-150,059	Closed	-$15.5M	–	849
2025 Q3	$15.5M	Sell	150,059 -248,131	-62%	-$25.6M	0.14%	134
2025 Q2	$41M	Buy	398,190 +88,064	+28%	+$9.03M	0.38%	46
2025 Q1	$32.1M	Sell	310,126 -22,072	-7%	-$2.25M	0.33%	55
2024 Q4	$33.4M	Buy	332,198 +158,818	+92%	+$16M	0.33%	49
2024 Q3	$17.6M	Sell	173,380 -95,559	-36%	-$9.57M	0.17%	119
2024 Q2	$26.8M	Buy	268,939 +216,799	+416%	+$21.5M	0.27%	67
2024 Q1	$5.18M	Buy	52,140 +49,981	+2,315%	+$4.94M	0.05%	325
2023 Q4	$213K	Buy	+2,159	New	+$210K	﹤0.01%	1289

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

New York Life Investment Management's STIP Position: Q4 2025 in Review

New York Life Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2025, closing a stake of 150,059 shares — an estimated $15.5M sold.

New York Life Investment Management first reported a position in STIP in Q4 2023 and held it in 8 quarters. The position peaked at $41M in Q2 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q4 2025.

New York Life Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2025 after selling out during the quarter.
New York Life Investment Management sold 150,059 iShares 0-5 Year TIPS Bond ETF shares in Q4 2025, an estimated $15.5M.
New York Life Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and held it in 8 quarters.
New York Life Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $41M in Q2 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2025.

Based on New York Life Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.