CHWM
TIP icon

Cauble & Harre Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Cauble & Harre Wealth Management’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 		$691K Sell
6,312
-141
-2% -$15.6K 0.55% 39
2026
Q1 		$717K Buy
6,453
+3
+0% +$332 0.57% 38
2025
Q4 		$709K Buy
+6,450
New +$716K 0.59% 35

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 22.96% 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

Cauble & Harre Wealth Management's TIP Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 2.2% in Q2 2026, selling an estimated $15.6K and leaving 6,312 shares worth $691K. The position accounts for 0.55% of the portfolio, ranked #39.

Cauble & Harre Wealth Management first reported a position in TIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $717K in Q1 2026. 1,015 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cauble & Harre Wealth Management held 6,312 shares of iShares TIPS Bond ETF worth $691K as of Q2 2026.
  • Cauble & Harre Wealth Management sold 141 iShares TIPS Bond ETF shares in Q2 2026, an estimated $15.6K.
  • iShares TIPS Bond ETF made up 0.55% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Cauble & Harre Wealth Management first reported a position in iShares TIPS Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's iShares TIPS Bond ETF position peaked at $717K in Q1 2026.
  • 1,015 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.