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 Q2	$18M	Buy	164,657 +27,146	+20%	+$3M	1.56%	9
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cascade Financial Partners's TIP Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares TIPS Bond ETF (TIP) stake by 20% in Q2 2026, buying an estimated $3M and bringing the position to 164,657 shares worth $18M. 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 10 quarters since. 1,019 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

Cascade Financial Partners held 164,657 shares of iShares TIPS Bond ETF worth $18M as of Q2 2026.
Cascade Financial Partners bought 27,146 iShares TIPS Bond ETF shares in Q2 2026, an estimated $3M.
iShares TIPS Bond ETF made up 1.56% of Cascade Financial Partners's portfolio in Q2 2026, its #9 holding.
Cascade Financial Partners first reported a position in iShares TIPS Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,019 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.