NRI
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NFP Retirement Inc’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

NFP Retirement Inc’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 		$5.74M Buy
56,382
+4,194
+8% +$433K 0.31% 56
2026
Q1 		$5.4M Buy
52,188
+871
+2% +$89.7K 0.32% 58
2025
Q4 		$5.25M Buy
51,317
+11,612
+29% +$1.2M 0.32% 58
2025
Q3 		$4.1M Buy
39,705
+4,476
+13% +$462K 0.26% 62
2025
Q2 		$3.63M Buy
35,229
+18,325
+108% +$1.88M 0.24% 65
2025
Q1 		$1.75M Sell
16,904
-361
-2% -$36.8K 0.14% 84
2024
Q4 		$1.74M Buy
17,265
+3,452
+25% +$348K 0.14% 86
2024
Q3 		$1.4M Buy
13,813
+148
+1% +$14.8K 0.11% 102
2024
Q2 		$1.36M Sell
13,665
-1,262
-8% -$125K 0.11% 100
2024
Q1 		$1.48M Sell
14,927
-874
-6% -$86.4K 0.13% 98
2023
Q4 		$1.56M Sell
15,801
-5,381
-25% -$524K 0.26% 74
2023
Q3 		$2.05M Sell
21,182
-4,235
-17% -$411K 0.39% 59
2023
Q2 		$2.48M Buy
25,417
+1,183
+5% +$116K 0.46% 52
2023
Q1 		$2.4M Sell
24,234
-4,635
-16% -$453K 0.48% 51
2022
Q4 		$2.8M Sell
28,869
-2,685
-9% -$261K 0.61% 40
2022
Q3 		$3.03M Sell
31,554
-11,522
-27% -$1.15M 0.75% 39
2022
Q2 		$4.37M Buy
43,076
+12,441
+41% +$1.28M 1.11% 25
2022
Q1 		$3.21M Sell
30,635
-320
-1% -$33.7K 0.76% 40
2021
Q4 		$3.28M Buy
30,955
+16,103
+108% +$1.71M 1.17% 21
2021
Q3 		$1.57M Buy
14,852
+2,281
+18% +$242K 0.64% 34
2021
Q2 		$1.34M Buy
+12,571
New +$1.33M 0.52% 41

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

NFP Retirement Inc's STIP Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 8% in Q2 2026, buying an estimated $433K and bringing the position to 56,382 shares worth $5.74M. The position accounts for 0.31% of the portfolio, ranked #56.

NFP Retirement Inc first reported a position in STIP in Q2 2021 and has held it in 21 quarters since. 826 funds tracked by Wall St. Rank hold STIP as of Q2 2026.

  • NFP Retirement Inc held 56,382 shares of iShares 0-5 Year TIPS Bond ETF worth $5.74M as of Q2 2026.
  • NFP Retirement Inc bought 4,194 iShares 0-5 Year TIPS Bond ETF shares in Q2 2026, an estimated $433K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.31% of NFP Retirement Inc's portfolio in Q2 2026, its #56 holding.
  • NFP Retirement Inc first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 826 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.