Approach Retirement Advisors
STIP icon

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
Q3 		$3.64M Buy
36,491
+3,448
+10% +$347K 2.69% 9
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Approach Retirement Advisors's STIP Position: Q3 2026 in Review

Approach Retirement Advisors increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 10% in Q3 2026, buying an estimated $347K and bringing the position to 36,491 shares worth $3.64M. The position accounts for 2.69% of the portfolio, ranked #9.

Approach Retirement Advisors first reported a position in STIP in Q4 2025 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Approach Retirement Advisors held 36,491 shares of iShares 0-5 Year TIPS Bond ETF worth $3.64M as of Q3 2026.
  • Approach Retirement Advisors bought 3,448 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $347K.
  • iShares 0-5 Year TIPS Bond ETF made up 2.69% of Approach Retirement Advisors's portfolio in Q3 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 4 quarters since.
  • 508 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Approach Retirement Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.