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Cardiff Park Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Cardiff Park 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 		$476K Hold
4,314
– – 0.04% 186
2025
Q4 		$474K Buy
4,314
+20
+0.5% +$2.22K 0.04% 180
2025
Q3 		$478K Buy
4,294
+17
+0.4% +$1.88K 0.04% 189
2025
Q2 		$471K Buy
4,277
+24
+0.6% +$2.62K 0.04% 176
2025
Q1 		$473K Sell
4,253
-5
-0.1% -$543 0.05% 167
2024
Q4 		$454K Sell
4,258
-2,917
-41% -$316K 0.04% 168
2024
Q3 		$793K Sell
7,175
-885
-11% -$96.2K 0.07% 116
2024
Q2 		$861K Sell
8,060
-439
-5% -$46.7K 0.08% 110
2024
Q1 		$913K Hold
8,499
– – 0.09% 109
2023
Q4 		$914K Buy
8,499
+2,173
+34% +$227K 0.1% 99
2023
Q3 		$656K Buy
6,326
+464
+8% +$49.1K 0.08% 118
2023
Q2 		$631K Buy
5,862
+160
+3% +$17.4K 0.08% 122
2023
Q1 		$629K Sell
5,702
-2,979
-34% -$322K 0.08% 120
2022
Q4 		$924K Buy
8,681
+10
+0.1% +$1.07K 0.13% 96
2022
Q3 		$910K Buy
8,671
+142
+2% +$16.1K 0.14% 91
2022
Q2 		$972K Buy
8,529
+130
+2% +$15.4K 0.15% 84
2022
Q1 		$1.05M Buy
8,399
+26
+0.3% +$3.27K 0.15% 74
2021
Q4 		$1.08M Buy
+8,373
New +$1.08M 0.14% 72

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

Cardiff Park Advisors's TIP Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares TIPS Bond ETF (TIP) position steady in Q1 2026 at 4,314 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #186.

Cardiff Park Advisors first reported a position in TIP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Cardiff Park Advisors held 4,314 shares of iShares TIPS Bond ETF worth $476K as of Q1 2026.
  • Cardiff Park Advisors left its iShares TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares TIPS Bond ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q1 2026, its #186 holding.
  • Cardiff Park Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's iShares TIPS Bond ETF position peaked at $1.08M in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.