CIM
TIP icon

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

Capital Investment Management’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 		$250K Buy
2,280
+19
+0.8% +$2.1K 0.08% 119
2026
Q1 		$250K Buy
2,261
+264
+13% +$29.2K 0.09% 109
2025
Q4 		$219K Buy
+1,997
New +$222K 0.08% 113

Other funds holding TIP

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Capital Investment Management's TIP Position: Q2 2026 in Review

Capital Investment Management increased its iShares TIPS Bond ETF (TIP) stake by 0.84% in Q2 2026, buying an estimated $2.1K and bringing the position to 2,280 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #119.

Capital Investment Management first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 313 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Capital Investment Management held 2,280 shares of iShares TIPS Bond ETF worth $250K as of Q2 2026.
  • Capital Investment Management bought 19 iShares TIPS Bond ETF shares in Q2 2026, an estimated $2.1K.
  • iShares TIPS Bond ETF made up 0.08% of Capital Investment Management's portfolio in Q2 2026, its #119 holding.
  • Capital Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's iShares TIPS Bond ETF position peaked at $250K in Q1 2026.
  • 313 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.