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Capital Investment Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Capital Investment Advisors’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
Q1 		$1.77M Sell
16,052
-244
-1% -$27K 0.03% 253
2025
Q4 		$1.79M Buy
16,296
+1,519
+10% +$169K 0.03% 247
2025
Q3 		$1.64M Buy
14,777
+780
+6% +$86.2K 0.03% 262
2025
Q2 		$1.54M Sell
13,997
-377
-3% -$41.1K 0.03% 272
2025
Q1 		$1.6M Sell
14,374
-229
-2% -$24.9K 0.03% 247
2024
Q4 		$1.56M Sell
14,603
-474
-3% -$51.3K 0.03% 245
2024
Q3 		$1.67M Sell
15,077
-912
-6% -$99.1K 0.03% 231
2024
Q2 		$1.71M Sell
15,989
-483
-3% -$51.4K 0.04% 214
2024
Q1 		$1.77M Sell
16,472
-315
-2% -$33.7K 0.04% 208
2023
Q4 		$1.8M Sell
16,787
-827
-5% -$86.5K 0.05% 199
2023
Q3 		$1.83M Sell
17,614
-820
-4% -$86.8K 0.05% 189
2023
Q2 		$1.98M Sell
18,434
-931
-5% -$101K 0.06% 167
2023
Q1 		$2.13M Sell
19,365
-594
-3% -$64.3K 0.06% 164
2022
Q4 		$2.12M Sell
19,959
-768
-4% -$82K 0.06% 169
2022
Q3 		$2.17M Sell
20,727
-3,409
-14% -$386K 0.07% 160
2022
Q2 		$2.75M Sell
24,136
-3,651
-13% -$433K 0.09% 144
2022
Q1 		$3.46M Sell
27,787
-1,275
-4% -$160K 0.11% 134
2021
Q4 		$3.75M Buy
29,062
+6,631
+30% +$855K 0.11% 131
2021
Q3 		$2.86M Buy
22,431
+737
+3% +$95K 0.1% 149
2021
Q2 		$2.78M Buy
21,694
+422
+2% +$53.6K 0.1% 152
2021
Q1 		$2.67M Buy
21,272
+333
+2% +$42.1K 0.1% 146
2020
Q4 		$2.67M Sell
20,939
-61
-0.3% -$7.69K 0.11% 134
2020
Q3 		$2.66M Buy
21,000
+121
+0.6% +$15.2K 0.13% 121
2020
Q2 		$2.57M Buy
20,879
+153
+0.7% +$18.6K 0.13% 118
2020
Q1 		$2.44M Sell
20,726
-687
-3% -$80.9K 0.16% 113
2019
Q4 		$2.5M Sell
21,413
-158
-0.7% -$18.4K 0.12% 134
2019
Q3 		$2.51M Sell
21,571
-1,252
-5% -$145K 0.13% 135
2019
Q2 		$2.64M Buy
22,823
+1,464
+7% +$166K 0.14% 128
2019
Q1 		$2.42M Sell
21,359
-1,144
-5% -$127K 0.14% 132
2018
Q4 		$2.46M Sell
22,503
-460
-2% -$50.2K 0.16% 117
2018
Q3 		$2.54M Sell
22,963
-707
-3% -$79K 0.15% 121
2018
Q2 		$2.67M Sell
23,670
-448
-2% -$50.3K 0.17% 114
2018
Q1 		$2.73M Buy
24,118
+464
+2% +$52.2K 0.18% 114
2017
Q4 		$2.7M Buy
23,654
+806
+4% +$91.7K 0.18% 118
2017
Q3 		$2.6M Sell
22,848
-1,052
-4% -$120K 0.18% 121
2017
Q2 		$2.71M Sell
23,900
-1,600
-6% -$183K 0.19% 110
2017
Q1 		$2.92M Sell
25,500
-3,292
-11% -$375K 0.22% 101
2016
Q4 		$3.26M Sell
28,792
-1,717
-6% -$196K 0.27% 82
2016
Q3 		$3.55M Buy
30,509
+995
+3% +$115K 0.31% 72
2016
Q2 		$3.44M Buy
29,514
+2,823
+11% +$324K 0.32% 67
2016
Q1 		$3.06M Sell
26,691
-4,405
-14% -$492K 0.3% 70
2015
Q4 		$3.41M Sell
31,096
-422
-1% -$46.6K 0.35% 64
2015
Q3 		$3.49M Sell
31,518
-87
-0.3% -$9.7K 0.39% 56
2015
Q2 		$3.54M Sell
31,605
-648
-2% -$73.3K 0.38% 62
2015
Q1 		$3.66M Sell
32,253
-2,814
-8% -$319K 0.39% 61
2014
Q4 		$3.93M Buy
+35,067
New +$3.96M 0.43% 57
2014
Q2 		– Sell
-39,552
Closed -$4.43M – 400
2014
Q1 		$4.43M Sell
39,552
-2,207
-5% -$247K 0.56% 48
2013
Q4 		$4.59M Buy
+41,759
New +$4.66M 0.61% 47

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Investment Advisors's TIP Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares TIPS Bond ETF (TIP) stake by 1.5% in Q1 2026, selling an estimated $27K and leaving 16,052 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #253.

Capital Investment Advisors first reported a position in TIP in Q4 2013 and has held it in 48 quarters since. The position peaked at $4.59M in Q4 2013. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Capital Investment Advisors held 16,052 shares of iShares TIPS Bond ETF worth $1.77M as of Q1 2026.
  • Capital Investment Advisors sold 244 iShares TIPS Bond ETF shares in Q1 2026, an estimated $27K.
  • iShares TIPS Bond ETF made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #253 holding.
  • Capital Investment Advisors first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 48 quarters since.
  • Capital Investment Advisors's iShares TIPS Bond ETF position peaked at $4.59M in Q4 2013.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.