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Cape Investment Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

Cape Investment Advisory’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 		$26.2K Buy
+239
New +$26.4K 0.01% 657
2026
Q1 		– Sell
-241
Closed -$26.5K – 1105
2025
Q4 		$26.5K Buy
241
+124
+106% +$13.8K 0.01% 558
2025
Q3 		$13K Sell
117
-70
-37% -$7.73K 0.01% 363
2025
Q2 		$20.6K Sell
187
-20
-10% -$2.18K 0.01% 499
2025
Q1 		$23K Sell
207
-33
-14% -$3.58K 0.01% 453
2024
Q4 		$25.6K Buy
240
+43
+22% +$4.66K 0.01% 442
2024
Q3 		$21.8K Sell
197
-85
-30% -$9.23K 0.01% 446
2024
Q2 		$30.1K Buy
282
+36
+15% +$3.83K 0.01% 371
2024
Q1 		$26.4K Sell
246
-25
-9% -$2.67K 0.01% 402
2023
Q4 		$29.1K Sell
271
-3,145
-92% -$329K 0.01% 460
2023
Q3 		$354K Buy
3,416
+192
+6% +$20.3K 0.2% 83
2023
Q2 		$347K Sell
3,224
-148
-4% -$16.1K 0.19% 83
2023
Q1 		$372K Buy
+3,372
New +$365K 0.23% 74

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

Cape Investment Advisory's TIP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 239 shares worth $26.2K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TIP as recently as Q4 2025.

Cape Investment Advisory first reported a position in TIP in Q1 2023 and has held it in 13 quarters since. The position peaked at $372K in Q1 2023. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cape Investment Advisory held 239 shares of iShares TIPS Bond ETF worth $26.2K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #657 holding.
  • Cape Investment Advisory first reported a position in iShares TIPS Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's iShares TIPS Bond ETF position peaked at $372K in Q1 2023.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.