GRP
STIP icon

Global Retirement Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Global Retirement Partners’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 		$2.11M Buy
+20,622
New +$2.13M 0.03% 472
2025
Q4 		$1.38M Sell
13,467
-5,576
-29% -$574K 0.02% 553
2025
Q3 		$1.97M Buy
19,043
+1,442
+8% +$149K 0.04% 364
2025
Q2 		$1.81M Buy
+17,601
New +$1.81M 0.04% 362
2024
Q4 		$1.38M Buy
13,704
+715
+6% +$72.1K 0.04% 379
2024
Q3 		$1.32M Sell
12,989
-2,331
-15% -$233K 0.04% 371
2024
Q2 		$1.52M Buy
15,320
+481
+3% +$47.7K 0.05% 328
2024
Q1 		$1.48M Sell
14,839
-1,334
-8% -$132K 0.06% 292
2023
Q4 		$1.6M Buy
16,173
+5,652
+54% +$551K 0.07% 250
2023
Q3 		$1.01M Sell
10,521
-2,009
-16% -$195K 0.05% 299
2023
Q2 		$1.22M Sell
12,530
-3,999
-24% -$393K 0.06% 282
2023
Q1 		$1.64M Sell
16,529
-2,144
-11% -$210K 0.09% 228
2022
Q4 		$1.81M Buy
18,673
+11,147
+148% +$1.08M 0.12% 174
2022
Q3 		$732K Buy
7,526
+1,208
+19% +$121K 0.06% 303
2022
Q2 		$641K Sell
6,318
-11
-0.2% -$1.14K 0.05% 315
2022
Q1 		$657K Buy
+6,329
New +$666K 0.05% 314
2021
Q4 		– Sell
-6,507
Closed -$687K – 1595
2021
Q3 		$687K Buy
6,507
+2,045
+46% +$217K 0.07% 239
2021
Q2 		$474K Buy
4,462
+2,033
+84% +$216K 0.05% 299
2021
Q1 		$257K Buy
2,429
+1,263
+108% +$133K 0.03% 373
2020
Q4 		$122K Buy
1,166
+6
+0.5% +$622 0.02% 482
2020
Q3 		$121K Buy
1,160
+165
+17% +$17.1K 0.02% 448
2020
Q2 		$102K Buy
995
+147
+17% +$14.9K 0.02% 487
2020
Q1 		$85K Buy
848
+322
+61% +$32.4K 0.02% 464
2019
Q4 		$53K Hold
526
– – 0.01% 633
2019
Q3 		$53K Buy
526
+53
+11% +$5.31K 0.01% 621
2019
Q2 		$48K Buy
473
+168
+55% +$16.8K 0.01% 620
2019
Q1 		$30K Buy
+305
New +$30.1K 0.01% 697

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 22.96% 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

Global Retirement Partners's STIP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2026: 20,622 shares worth $2.11M. The stake represents 0.03% of the portfolio and ranks #472 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in STIP as recently as Q4 2025.

Global Retirement Partners first reported a position in STIP in Q1 2019 and has held it in 27 quarters since. 825 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • Global Retirement Partners held 20,622 shares of iShares 0-5 Year TIPS Bond ETF worth $2.11M as of Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #472 holding.
  • Global Retirement Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2019 and has held it in 27 quarters since.
  • 825 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.