Global Retirement Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$945K Buy
8,596
+1,328
+18% +$147K 0.02% 688
2025
Q3
$808K Buy
7,268
+173
+2% +$19.1K 0.02% 607
2025
Q2
$781K Buy
+7,095
New +$774K 0.02% 570
2024
Q4
$1.07M Buy
10,040
+3,320
+49% +$359K 0.03% 437
2024
Q3
$742K Sell
6,720
-5,615
-46% -$610K 0.02% 522
2024
Q2
$1.32M Buy
12,335
+1,380
+13% +$147K 0.04% 364
2024
Q1
$1.18M Sell
10,955
-2,103
-16% -$225K 0.04% 333
2023
Q4
$1.4M Sell
13,058
-3,928
-23% -$411K 0.06% 271
2023
Q3
$1.74M Buy
16,986
+4,709
+38% +$498K 0.09% 210
2023
Q2
$1.32M Sell
12,277
-27,374
-69% -$2.98M 0.06% 267
2023
Q1
$4.36M Sell
39,651
-4,163
-10% -$450K 0.23% 94
2022
Q4
$4.66M Buy
43,814
+4,355
+11% +$465K 0.32% 65
2022
Q3
$4.2M Sell
39,459
-397
-1% -$45K 0.32% 66
2022
Q2
$4.54M Sell
39,856
-419
-1% -$49.7K 0.36% 58
2022
Q1
$4.79M Buy
40,275
+24,473
+155% +$3.08M 0.38% 58
2021
Q4
$2.04M Buy
15,802
+2,345
+17% +$302K 1.58% 14
2021
Q3
$1.72M Buy
13,457
+4,575
+52% +$590K 0.17% 132
2021
Q2
$1.14M Buy
8,882
+59
+0.7% +$7.5K 0.12% 175
2021
Q1
$1.11M Buy
8,823
+1,000
+13% +$127K 0.13% 152
2020
Q4
$999K Sell
7,823
-12,785
-62% -$1.61M 0.13% 156
2020
Q3
$2.61M Buy
20,608
+5,123
+33% +$644K 0.38% 58
2020
Q2
$1.91M Sell
15,485
-2,475
-14% -$301K 0.3% 63
2020
Q1
$2.12M Buy
17,960
+243
+1% +$28.6K 0.4% 54
2019
Q4
$2.06M Buy
17,717
+897
+5% +$104K 0.32% 71
2019
Q3
$1.96M Sell
16,820
-6,205
-27% -$720K 0.32% 71
2019
Q2
$2.66M Buy
23,025
+6,187
+37% +$704K 0.51% 37
2019
Q1
$1.9M Buy
16,838
+3,201
+23% +$355K 0.46% 43
2018
Q4
$1.49M Buy
13,637
+87
+0.6% +$9.5K 0.38% 58
2018
Q3
$1.5M Sell
13,550
-612
-4% -$68.4K 0.34% 63
2018
Q2
$1.6M Buy
14,162
+9,480
+202% +$1.06M 0.4% 53
2018
Q1
$529K Sell
4,682
-856
-15% -$96.4K 0.15% 152
2017
Q4
$632K Sell
5,538
-2,372
-30% -$270K 0.17% 122
2017
Q3
$898K Buy
7,910
+76
+1% +$8.65K 0.37% 47
2017
Q2
$889K Buy
7,834
+2,054
+36% +$235K 0.42% 46
2017
Q1
$663K Buy
5,780
+1,562
+37% +$178K 0.37% 51
2016
Q4
$477K Buy
+4,218
New +$482K 0.32% 70

Other funds holding TIP

Global Retirement Partners's TIP Position: Q4 2025 in Review

Global Retirement Partners increased its iShares TIPS Bond ETF (TIP) stake by 18% in Q4 2025, buying an estimated $147K and bringing the position to 8,596 shares worth $945K. The position accounts for 0.02% of the portfolio, ranked #688.

Global Retirement Partners first reported a position in TIP in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.79M in Q1 2022. 1,005 funds tracked by Wall St. Rank hold TIP as of Q4 2025.

  • Global Retirement Partners held 8,596 shares of iShares TIPS Bond ETF worth $945K as of Q4 2025.
  • Global Retirement Partners bought 1,328 iShares TIPS Bond ETF shares in Q4 2025, an estimated $147K.
  • iShares TIPS Bond ETF made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #688 holding.
  • Global Retirement Partners first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's iShares TIPS Bond ETF position peaked at $4.79M in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.