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STIP icon

NewEdge Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

NewEdge Advisors’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 		$48.1M Buy
470,685
+185,013
+65% +$19.1M 0.14% 142
2026
Q1 		$29.5M Buy
285,672
+107,903
+61% +$11.1M 0.11% 197
2025
Q4 		$18.2M Sell
177,769
-52,435
-23% -$5.4M 0.07% 268
2025
Q3 		$23.8M Buy
230,204
+24,468
+12% +$2.52M 0.11% 185
2025
Q2 		$21.2M Buy
205,736
+105,038
+104% +$10.8M 0.11% 190
2025
Q1 		$10.4M Buy
100,698
+59,300
+143% +$6.04M 0.06% 306
2024
Q4 		$4.16M Buy
41,398
+3,115
+8% +$314K 0.03% 561
2024
Q3 		$3.88M Buy
38,283
+26,597
+228% +$2.66M 0.03% 562
2024
Q2 		$1.16M Sell
11,686
-403
-3% -$40K 0.01% 996
2024
Q1 		$1.2M Sell
12,089
-29,159
-71% -$2.88M 0.01% 908
2023
Q4 		$4.07M Sell
41,248
-70,489
-63% -$6.87M 0.04% 417
2023
Q3 		$10.8M Buy
111,737
+1,293
+1% +$126K 0.12% 176
2023
Q2 		$10.8M Sell
110,444
-5,117
-4% -$503K 0.12% 175
2023
Q1 		$11.5M Sell
115,561
-8,176
-7% -$799K 0.14% 157
2022
Q4 		$11.8M Sell
123,737
-73,900
-37% -$7.18M 0.32% 68
2022
Q3 		$19M Sell
197,637
-11,223
-5% -$1.12M 0.31% 79
2022
Q2 		$21.2M Buy
208,860
+97,427
+87% +$10.1M 0.35% 73
2022
Q1 		$11.7M Buy
111,433
+32,346
+41% +$3.41M 0.19% 129
2021
Q4 		$8.37M Buy
79,087
+75,588
+2,160% +$8.01M 0.13% 159
2021
Q3 		$370K Buy
+3,499
New +$371K 0.01% 836
2019
Q2 		– Sell
-10,375
Closed -$1.03M – 699
2019
Q1 		$1.03M Sell
10,375
-1,402
-12% -$139K 0.07% 273
2018
Q4 		$1.15M Buy
+11,777
New +$1.16M 0.07% 232
2017
Q3 		– Sell
-45
Closed -$4.5K – 1022
2017
Q2 		$4.5K Buy
+45
New +$4.54K ﹤0.01% 1169

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 22.9% 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

NewEdge Advisors's STIP Position: Q2 2026 in Review

NewEdge Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 65% in Q2 2026, buying an estimated $19.1M and bringing the position to 470,685 shares worth $48.1M. The position accounts for 0.14% of the portfolio, ranked #142.

NewEdge Advisors first reported a position in STIP in Q2 2017 and has held it in 23 quarters since. 827 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • NewEdge Advisors held 470,685 shares of iShares 0-5 Year TIPS Bond ETF worth $48.1M as of Q2 2026.
  • NewEdge Advisors bought 185,013 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $19.1M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.14% of NewEdge Advisors's portfolio in Q2 2026, its #142 holding.
  • NewEdge Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and has held it in 23 quarters since.
  • 827 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.