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Cascade Financial Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Cascade Financial Partners’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 		$15.2M Buy
137,511
+134,280
+4,156% +$14.9M 1.56% 9
2025
Q4 		$355K Sell
3,231
-260
-7% -$28.8K 0.04% 187
2025
Q3 		$388K Hold
3,491
– – 0.04% 182
2025
Q2 		$384K Hold
3,491
– – 0.05% 180
2025
Q1 		$388K Hold
3,491
– – 0.05% 176
2024
Q4 		$372K Hold
3,491
– – 0.05% 171
2024
Q3 		$380K Hold
3,491
– – 0.05% 166
2024
Q2 		$373K Sell
3,491
-200
-5% -$21.3K 0.05% 162
2024
Q1 		$392K Buy
+3,691
New +$394K 0.06% 149

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

Cascade Financial Partners's TIP Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares TIPS Bond ETF (TIP) stake by 4,156% in Q1 2026, buying an estimated $14.9M and bringing the position to 137,511 shares worth $15.2M. The position accounts for 1.56% of the portfolio, ranked #9.

Cascade Financial Partners first reported a position in TIP in Q1 2024 and has held it in 9 quarters since. 1,012 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Cascade Financial Partners held 137,511 shares of iShares TIPS Bond ETF worth $15.2M as of Q1 2026.
  • Cascade Financial Partners bought 134,280 iShares TIPS Bond ETF shares in Q1 2026, an estimated $14.9M.
  • iShares TIPS Bond ETF made up 1.56% of Cascade Financial Partners's portfolio in Q1 2026, its #9 holding.
  • Cascade Financial Partners first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,012 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.