CBIZ Investment Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

CBIZ Investment Advisory Services’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	$3.31K	Hold	30	–	–	﹤0.01%	278
2026 Q1	$3.31K	Hold	30	–	–	﹤0.01%	278
2025 Q4	$3.3K	Hold	30	–	–	﹤0.01%	578
2025 Q3	$3.34K	Hold	30	–	–	﹤0.01%	515
2025 Q2	$3.3K	Hold	30	–	–	﹤0.01%	491
2025 Q1	$3.33K	Hold	30	–	–	﹤0.01%	431
2024 Q4	$3.2K	Hold	30	–	–	﹤0.01%	347
2024 Q3	$3.31K	Hold	30	–	–	﹤0.01%	319
2024 Q2	$3.2K	Hold	30	–	–	﹤0.01%	315
2024 Q1	$3.22K	Buy	+30	New	+$3.21K	﹤0.01%	292
2023 Q1	–	Sell	-22,494	Closed	-$2.39M	–	35
2022 Q4	$2.39M	Buy	+22,494	New	+$2.4M	0.93%	17
2022 Q3	–	Sell	-3,067	Closed	-$349K	–	33
2022 Q2	$349K	Buy	+3,067	New	+$364K	0.03%	29
2021 Q3	–	Hold	0	–	–	–	56
2021 Q2	–	Hold	0	–	–	–	55
2021 Q1	–	Hold	0	–	–	–	49
2020 Q4	–	Hold	0	–	–	–	9
2020 Q3	–	Hold	0	–	–	–	8
2020 Q2	–	Hold	0	–	–	–	9
2020 Q1	–	Hold	0	–	–	–	5
2019 Q4	–	Hold	0	–	–	–	5

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

CBIZ Investment Advisory Services's TIP Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares TIPS Bond ETF (TIP) position steady in Q2 2026 at 30 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

CBIZ Investment Advisory Services first reported a position in TIP in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.39M in Q4 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

CBIZ Investment Advisory Services held 30 shares of iShares TIPS Bond ETF worth $3.31K as of Q2 2026.
CBIZ Investment Advisory Services left its iShares TIPS Bond ETF share count unchanged in Q2 2026.
iShares TIPS Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #278 holding.
CBIZ Investment Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2022 and has held it in 12 quarters since.
CBIZ Investment Advisory Services's iShares TIPS Bond ETF position peaked at $2.39M in Q4 2022.
1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.