CJ
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Caitlin John’s iShares TIPS Bond ETF TIP Stock Holding History

Caitlin John’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 		$875 Hold
8
– – ﹤0.01% 893
2026
Q1 		$883 Hold
8
– – ﹤0.01% 816
2025
Q4 		$879 Sell
8
-37
-82% -$4.11K ﹤0.01% 814
2025
Q3 		$5K Buy
+45
New +$4.97K ﹤0.01% 591
2025
Q1 		– Sell
-45
Closed -$4.79K – 731
2024
Q4 		$4.79K Hold
45
– – ﹤0.01% 575
2024
Q3 		$4.83K Hold
45
– – ﹤0.01% 569
2024
Q2 		$4.8K Sell
45
-27
-38% -$2.87K ﹤0.01% 559
2024
Q1 		$7.73K Sell
72
-39
-35% -$4.17K 0.01% 499
2023
Q4 		$12K Buy
+111
New +$11.6K 0.01% 412

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Caitlin John's TIP Position: Q2 2026 in Review

Caitlin John held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 8 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Caitlin John first reported a position in TIP in Q4 2023 and has held it in 9 quarters since. The position peaked at $12K in Q4 2023. 1,018 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Caitlin John held 8 shares of iShares TIPS Bond ETF worth $875 as of Q2 2026.
  • Caitlin John left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
  • iShares TIPS Bond ETF made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #893 holding.
  • Caitlin John first reported a position in iShares TIPS Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's iShares TIPS Bond ETF position peaked at $12K in Q4 2023.
  • 1,018 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.