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Cannell & Spears’s iShares TIPS Bond ETF TIP Stock Holding History

Cannell & Spears’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 		$305K Sell
2,785
-170
-6% -$18.8K 0.01% 367
2026
Q1 		$326K Buy
+2,955
New +$327K 0.01% 349
2018
Q1 		– Sell
-1,771
Closed -$202K – 181
2017
Q4 		$202K Buy
+1,771
New +$201K 0.02% 171
2017
Q1 		– Sell
-1,908
Closed -$216K – 136
2016
Q4 		$216K Buy
+1,908
New +$218K 0.03% 124
2016
Q2 		– Sell
-1,860
Closed -$213K – 136
2016
Q1 		$213K Buy
+1,860
New +$208K 0.03% 116

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

Cannell & Spears's TIP Position: Q2 2026 in Review

Cannell & Spears reduced its iShares TIPS Bond ETF (TIP) stake by 5.8% in Q2 2026, selling an estimated $18.8K and leaving 2,785 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #367.

Cannell & Spears first reported a position in TIP in Q1 2016 and has held it in 5 quarters since. The position peaked at $326K in Q1 2026. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cannell & Spears held 2,785 shares of iShares TIPS Bond ETF worth $305K as of Q2 2026.
  • Cannell & Spears sold 170 iShares TIPS Bond ETF shares in Q2 2026, an estimated $18.8K.
  • iShares TIPS Bond ETF made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #367 holding.
  • Cannell & Spears first reported a position in iShares TIPS Bond ETF in Q1 2016 and has held it in 5 quarters since.
  • Cannell & Spears's iShares TIPS Bond ETF position peaked at $326K in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.