H&H Retirement Design & Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

H&H Retirement Design & Management’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	$1.98M	Buy	19,534 +2,039	+12%	+$210K	0.9%	23
2026 Q1	$1.81M	Buy	17,495 +138	+0.8%	+$14.2K	0.85%	25
2025 Q4	$1.78M	Buy	17,357 +444	+3%	+$45.7K	0.91%	24
2025 Q3	$1.74M	Sell	16,913 -307	-2%	-$31.7K	0.92%	21
2025 Q2	$1.77M	Buy	17,220 +1,442	+9%	+$148K	0.97%	21
2025 Q1	$1.62M	Sell	15,778 -407	-3%	-$41.5K	1.08%	21
2024 Q4	$1.65M	Sell	16,185 -380	-2%	-$38.3K	1%	21
2024 Q3	$1.67M	Buy	16,565 +1,010	+6%	+$101K	0.99%	21
2024 Q2	$1.55M	Buy	15,555 +137	+0.9%	+$13.6K	0.95%	22
2024 Q1	$1.53M	Sell	15,418 -3,066	-17%	-$303K	1.01%	22
2023 Q4	$1.82M	Buy	+18,484	New	+$1.8M	1.15%	23

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

H&H Retirement Design & Management's STIP Position: Q2 2026 in Review

H&H Retirement Design & Management increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 12% in Q2 2026, buying an estimated $210K and bringing the position to 19,534 shares worth $1.98M. The position accounts for 0.9% of the portfolio, ranked #23.

H&H Retirement Design & Management first reported a position in STIP in Q4 2023 and has held it in 11 quarters since. 822 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

H&H Retirement Design & Management held 19,534 shares of iShares 0-5 Year TIPS Bond ETF worth $1.98M as of Q2 2026.
H&H Retirement Design & Management bought 2,039 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $210K.
iShares 0-5 Year TIPS Bond ETF made up 0.9% of H&H Retirement Design & Management's portfolio in Q2 2026, its #23 holding.
H&H Retirement Design & Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2023 and has held it in 11 quarters since.
822 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.