CIAS
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Capital Investment Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Capital Investment Advisory Services’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 		$182K Buy
1,649
+33
+2% +$3.65K 0.01% 645
2025
Q4 		$178K Hold
1,616
– – 0.01% 624
2025
Q3 		$180K Sell
1,616
-927
-36% -$102K 0.01% 599
2025
Q2 		$280K Sell
2,543
-469
-16% -$51.2K 0.02% 472
2025
Q1 		$335K Buy
3,012
+936
+45% +$102K 0.03% 409
2024
Q4 		$221K Sell
2,076
-4
-0.2% -$433 0.02% 469
2024
Q3 		$230K Buy
2,080
+9
+0.4% +$978 0.02% 469
2024
Q2 		$221K Buy
2,071
+6
+0.3% +$638 0.02% 471
2024
Q1 		$222K Sell
2,065
-2,390
-54% -$255K 0.02% 462
2023
Q4 		$479K Sell
4,455
-278
-6% -$29.1K 0.04% 304
2023
Q3 		$491K Sell
4,733
-2,383
-33% -$252K 0.05% 278
2023
Q2 		$766K Buy
7,116
+57
+0.8% +$6.21K 0.08% 215
2023
Q1 		$778K Sell
7,059
-34
-0.5% -$3.68K 0.09% 196
2022
Q4 		$755K Buy
7,093
+5,726
+419% +$611K 0.09% 206
2022
Q3 		$143K Sell
1,367
-654
-32% -$74.1K 0.02% 468
2022
Q2 		$230K Sell
2,021
-6,775
-77% -$803K 0.03% 419
2022
Q1 		$1.1M Buy
8,796
+458
+5% +$57.6K 0.12% 156
2021
Q4 		$1.08M Buy
8,338
+924
+12% +$119K 0.13% 166
2021
Q3 		$947K Buy
7,414
+6,429
+653% +$829K 0.12% 174
2021
Q2 		$126K Hold
985
– – 0.02% 509
2021
Q1 		$124K Sell
985
-19
-2% -$2.4K 0.02% 460
2020
Q4 		$128K Buy
1,004
+15
+2% +$1.89K 0.02% 448
2020
Q3 		$125K Buy
989
+239
+32% +$30K 0.02% 392
2020
Q2 		$92K Hold
750
– – 0.02% 371
2020
Q1 		$88K Sell
750
-119
-14% -$14K 0.02% 344
2019
Q4 		$101K Sell
869
-40
-4% -$4.65K 0.03% 345
2019
Q3 		$106K Hold
909
– – 0.03% 373
2019
Q2 		$105K Hold
909
– – 0.03% 378
2019
Q1 		$103K Hold
909
– – 0.04% 334
2018
Q4 		$100K Buy
+909
New +$99.2K 0.04% 298

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 Advisory Services's TIP Position: Q1 2026 in Review

Capital Investment Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 2% in Q1 2026, buying an estimated $3.65K and bringing the position to 1,649 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #645.

Capital Investment Advisory Services first reported a position in TIP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.1M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Capital Investment Advisory Services held 1,649 shares of iShares TIPS Bond ETF worth $182K as of Q1 2026.
  • Capital Investment Advisory Services bought 33 iShares TIPS Bond ETF shares in Q1 2026, an estimated $3.65K.
  • iShares TIPS Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #645 holding.
  • Capital Investment Advisory Services first reported a position in iShares TIPS Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Capital Investment Advisory Services's iShares TIPS Bond ETF position peaked at $1.1M in Q1 2022.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.