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
Q2 		$426K Buy
3,896
+238
+7% +$26.3K 0.2% 71
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 $1.55T 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 22.9% 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

Capital Wealth Alliance's TIP Position: Q2 2026 in Review

Capital Wealth Alliance increased its iShares TIPS Bond ETF (TIP) stake by 6.5% in Q2 2026, buying an estimated $26.3K and bringing the position to 3,896 shares worth $426K. The position accounts for 0.2% of the portfolio, ranked #71.

Capital Wealth Alliance first reported a position in TIP in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.94M in Q4 2021. 1,024 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Capital Wealth Alliance held 3,896 shares of iShares TIPS Bond ETF worth $426K as of Q2 2026.
  • Capital Wealth Alliance bought 238 iShares TIPS Bond ETF shares in Q2 2026, an estimated $26.3K.
  • iShares TIPS Bond ETF made up 0.2% of Capital Wealth Alliance's portfolio in Q2 2026, its #71 holding.
  • Capital Wealth Alliance first reported a position in iShares TIPS Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Capital Wealth Alliance's iShares TIPS Bond ETF position peaked at $1.94M in Q4 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.