CSC
TIP icon

Caldwell Sutter Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Caldwell Sutter Capital’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 		$28.5K Sell
260
-2
-0.8% -$221 0.01% 484
2026
Q1 		$28.9K Buy
262
+5
+2% +$553 0.01% 438
2025
Q4 		$28.2K Buy
257
+15
+6% +$1.66K 0.01% 431
2025
Q3 		$26.9K Buy
242
+45
+23% +$4.97K 0.01% 436
2025
Q2 		$21.7K Hold
197
– – 0.01% 450
2025
Q1 		$21.9K Buy
197
+15
+8% +$1.63K 0.01% 452
2024
Q4 		$19.4K Hold
182
– – 0.01% 481
2024
Q3 		$20.1K Hold
182
– – 0.01% 481
2024
Q2 		$19.4K Sell
182
-15
-8% -$1.59K 0.01% 486
2024
Q1 		$21.2K Sell
197
-10
-5% -$1.07K 0.01% 473
2023
Q4 		$22.3K Sell
207
-25
-11% -$2.61K 0.01% 451
2023
Q3 		$24.1K Buy
232
+10
+5% +$1.06K 0.01% 413
2023
Q2 		$23.9K Buy
222
+210
+1,750% +$22.9K 0.01% 419
2023
Q1 		$1.32K Buy
+12
New +$1.3K ﹤0.01% 511

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

Caldwell Sutter Capital's TIP Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares TIPS Bond ETF (TIP) stake by 0.76% in Q2 2026, selling an estimated $221 and leaving 260 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #484.

Caldwell Sutter Capital first reported a position in TIP in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.9K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Caldwell Sutter Capital held 260 shares of iShares TIPS Bond ETF worth $28.5K as of Q2 2026.
  • Caldwell Sutter Capital sold 2 iShares TIPS Bond ETF shares in Q2 2026, an estimated $221.
  • iShares TIPS Bond ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #484 holding.
  • Caldwell Sutter Capital first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares TIPS Bond ETF position peaked at $28.9K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.