Cardiff Park Advisors
TIP icon

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
Q3 		$314K Buy
3,015
+4
+0.1% +$428 0.02% 228
2026
Q2 		$329K Sell
3,011
-1,303
-30% -$144K 0.03% 209
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DRW Securities
DRW Securities Chicago, Illinois $170B AUM 11.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cardiff Park Advisors's TIP Position: Q3 2026 in Review

Cardiff Park Advisors increased its iShares TIPS Bond ETF (TIP) stake by 0.13% in Q3 2026, buying an estimated $428 and bringing the position to 3,015 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #228.

Cardiff Park Advisors first reported a position in TIP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.08M in Q4 2021. 894 funds tracked by Wall St. Rank hold TIP as of Q3 2026.

  • Cardiff Park Advisors held 3,015 shares of iShares TIPS Bond ETF worth $314K as of Q3 2026.
  • Cardiff Park Advisors bought 4 iShares TIPS Bond ETF shares in Q3 2026, an estimated $428.
  • iShares TIPS Bond ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q3 2026, its #228 holding.
  • Cardiff Park Advisors first reported a position in iShares TIPS Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Cardiff Park Advisors's iShares TIPS Bond ETF position peaked at $1.08M in Q4 2021.
  • 894 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.