NA
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
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 		$1.15K 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 $52.8B AUM 15.34% 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 $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.23% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors's STIP Position: Q1 2026 in Review

NewEdge Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 61% in Q1 2026, buying an estimated $11.1M and bringing the position to 285,672 shares worth $29.5M. The position accounts for 0.11% of the portfolio, ranked #197.

NewEdge Advisors first reported a position in STIP in Q2 2017 and has held it in 22 quarters since. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • NewEdge Advisors held 285,672 shares of iShares 0-5 Year TIPS Bond ETF worth $29.5M as of Q1 2026.
  • NewEdge Advisors bought 107,903 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $11.1M.
  • iShares 0-5 Year TIPS Bond ETF made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #197 holding.
  • NewEdge Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2017 and has held it in 22 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.