CWA
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Capital Wealth Alliance’s iShares TIPS Bond ETF TIP Stock Holding History

Capital Wealth Alliance’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 		$404K Sell
3,658
-9
-0.2% -$996 0.18% 67
2025
Q4 		$406K Buy
3,667
+28
+0.8% +$3.11K 0.17% 59
2025
Q3 		$405K Buy
+3,639
New +$402K 0.2% 59
2024
Q4 		– Sell
-3,981
Closed -$440K – 84
2024
Q3 		$440K Buy
3,981
+36
+0.9% +$3.91K 0.26% 55
2024
Q2 		$421K Buy
3,945
+575
+17% +$61.1K 0.24% 66
2024
Q1 		$362K Buy
3,370
+22
+0.7% +$2.35K 0.21% 70
2023
Q4 		$360K Sell
3,348
-55
-2% -$5.75K 0.25% 70
2023
Q3 		$353K Sell
3,403
-6,541
-66% -$692K 0.27% 70
2023
Q2 		$1.07M Sell
9,944
-104
-1% -$11.3K 0.8% 33
2023
Q1 		$1.11M Buy
10,048
+4,750
+90% +$514K 0.89% 29
2022
Q4 		$564K Sell
5,298
-34
-0.6% -$3.63K 0.47% 54
2022
Q3 		$559K Buy
5,332
+30
+0.6% +$3.4K 0.46% 47
2022
Q2 		$603K Sell
5,302
-1,286
-20% -$153K 0.42% 56
2022
Q1 		$820K Sell
6,588
-8,446
-56% -$1.06M 0.49% 51
2021
Q4 		$1.94M Buy
15,034
+4,220
+39% +$544K 1.13% 23
2021
Q3 		$1.39M Buy
10,814
+38
+0.4% +$4.9K 0.85% 35
2021
Q2 		$1.39M Buy
10,776
+42
+0.4% +$5.34K 0.89% 36
2021
Q1 		$1.35M Buy
10,734
+1,363
+15% +$173K 0.9% 37
2020
Q4 		$1.2M Buy
9,371
+17
+0.2% +$2.14K 0.88% 31
2020
Q3 		$1.18M Hold
9,354
– – 1.06% 21
2020
Q2 		$1.15M Sell
9,354
-205
-2% -$24.9K 1.2% 21
2020
Q1 		$1.13M Sell
9,559
-539
-5% -$63.5K 1.18% 31
2019
Q4 		$1.2M Buy
+10,098
New +$1.17M 1% 29

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 Wealth Alliance's TIP Position: Q1 2026 in Review

Capital Wealth Alliance reduced its iShares TIPS Bond ETF (TIP) stake by 0.25% in Q1 2026, selling an estimated $996 and leaving 3,658 shares worth $404K. The position accounts for 0.18% of the portfolio, ranked #67.

Capital Wealth Alliance first reported a position in TIP in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.94M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Capital Wealth Alliance held 3,658 shares of iShares TIPS Bond ETF worth $404K as of Q1 2026.
  • Capital Wealth Alliance sold 9 iShares TIPS Bond ETF shares in Q1 2026, an estimated $996.
  • iShares TIPS Bond ETF made up 0.18% of Capital Wealth Alliance's portfolio in Q1 2026, its #67 holding.
  • Capital Wealth Alliance first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Capital Wealth Alliance's iShares TIPS Bond ETF position peaked at $1.94M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.