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H&H Retirement Design & Management’s iShares TIPS Bond ETF TIP Stock Holding History

H&H Retirement Design & Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.61M Buy
79,899
+7,464
+10% +$825K 3.91% 3
2026
Q1 		$8.07M Buy
72,435
+2,507
+4% +$277K 3.79% 3
2025
Q4 		$7.71M Buy
69,928
+1,033
+1% +$115K 3.92% 5
2025
Q3 		$7.64M Sell
68,895
-3,613
-5% -$399K 4.06% 3
2025
Q2 		$7.97M Buy
72,508
+4,592
+7% +$501K 4.38% 3
2025
Q1 		$7.37M Sell
67,916
-745
-1% -$80.9K 4.9% 3
2024
Q4 		$7.48M Sell
68,661
-1,382
-2% -$150K 4.54% 3
2024
Q3 		$7.67M Buy
70,043
+5,118
+8% +$556K 4.52% 3
2024
Q2 		$6.96M Buy
64,925
+759
+1% +$80.7K 4.3% 3
2024
Q1 		$6.79M Sell
64,166
-15,690
-20% -$1.68M 4.48% 3
2023
Q4 		$8.5M Sell
79,856
-1,818
-2% -$190K 5.36% 3
2023
Q3 		$8.46M Buy
81,674
+1,435
+2% +$152K 5.85% 5
2023
Q2 		$8.64M Sell
80,239
-11,426
-12% -$1.24M 5.74% 5
2023
Q1 		$10.1M Buy
+91,665
New +$9.92M 6.44% 5

Other funds holding TIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

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

H&H Retirement Design & Management increased its iShares TIPS Bond ETF (TIP) stake by 10% in Q2 2026, buying an estimated $825K and bringing the position to 79,899 shares worth $8.61M. The position accounts for 3.91% of the portfolio, ranked #3.

H&H Retirement Design & Management first reported a position in TIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.1M in Q1 2023. 475 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • H&H Retirement Design & Management held 79,899 shares of iShares TIPS Bond ETF worth $8.61M as of Q2 2026.
  • H&H Retirement Design & Management bought 7,464 iShares TIPS Bond ETF shares in Q2 2026, an estimated $825K.
  • iShares TIPS Bond ETF made up 3.91% of H&H Retirement Design & Management's portfolio in Q2 2026, its #3 holding.
  • H&H Retirement Design & Management first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • H&H Retirement Design & Management's iShares TIPS Bond ETF position peaked at $10.1M in Q1 2023.
  • 475 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

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