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

NewEdge Wealth’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	–	Sell	-2,322	Closed	-$238K	–	1270
2025 Q4	$238K	Buy	+2,322	New	+$239K	﹤0.01%	1106
2024 Q3	–	Sell	-14,054	Closed	-$1.4M	–	899
2024 Q2	$1.4M	Buy	14,054 +526	+4%	+$52.2K	0.03%	370
2024 Q1	$1.34M	Buy	13,528 +8,188	+153%	+$809K	0.03%	379
2023 Q4	$526K	Buy	5,340 +1,840	+53%	+$179K	0.01%	508
2023 Q3	$339K	Sell	3,500 -840	-19%	-$81.6K	0.01%	524
2023 Q2	$424K	Sell	4,340 -340	-7%	-$33.4K	0.01%	474
2023 Q1	$464K	Buy	4,680 +1,266	+37%	+$124K	0.02%	424
2022 Q4	$331K	Sell	3,414 -823	-19%	-$80K	0.01%	430
2022 Q3	$407K	Buy	4,237 +142	+3%	+$14.2K	0.02%	379
2022 Q2	$415K	Buy	+4,095	New	+$423K	0.02%	418

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

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 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

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 26.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

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

NewEdge Wealth's STIP Position: Q1 2026 in Review

NewEdge Wealth sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2026, closing a stake of 2,322 shares — an estimated $238K sold.

NewEdge Wealth first reported a position in STIP in Q2 2022 and held it in 10 quarters. The position peaked at $1.4M in Q2 2024. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

NewEdge Wealth reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 2,322 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $238K.
NewEdge Wealth first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2022 and held it in 10 quarters.
NewEdge Wealth's iShares 0-5 Year TIPS Bond ETF position peaked at $1.4M in Q2 2024.
758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

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