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

Approach Retirement 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 		$3.38M Buy
33,043
+7,322
+28% +$755K 2.45% 9
2026
Q1 		$2.66M Buy
25,721
+3,838
+18% +$395K 2.21% 9
2025
Q4 		$2.24M Buy
+21,883
New +$2.25M 1.93% 11

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Approach Retirement Advisors's STIP Position: Q2 2026 in Review

Approach Retirement Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 28% in Q2 2026, buying an estimated $755K and bringing the position to 33,043 shares worth $3.38M. The position accounts for 2.45% of the portfolio, ranked #9.

Approach Retirement Advisors first reported a position in STIP in Q4 2025 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Approach Retirement Advisors held 33,043 shares of iShares 0-5 Year TIPS Bond ETF worth $3.38M as of Q2 2026.
  • Approach Retirement Advisors bought 7,322 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $755K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.45% of Approach Retirement Advisors's portfolio in Q2 2026, its #9 holding.
  • Approach Retirement Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.