CMA
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Cedar Mountain Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Cedar Mountain 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
Q2 		$6.25K Buy
57
+1
+2% +$111 ﹤0.01% 630
2026
Q1 		$6.2K Hold
56
– – ﹤0.01% 590
2025
Q4 		$6.17K Hold
56
– – ﹤0.01% 294
2025
Q3 		$6.17K Buy
56
+1
+2% +$110 ﹤0.01% 310
2025
Q2 		$6.05K Buy
55
+1
+2% +$109 ﹤0.01% 254
2025
Q1 		$6.03K Sell
54
-1
-2% -$109 ﹤0.01% 237
2024
Q4 		$5.88K Hold
55
– – ﹤0.01% 246
2024
Q3 		$6.07K Hold
55
– – ﹤0.01% 230
2024
Q2 		$5.83K Buy
55
+1
+2% +$106 ﹤0.01% 221
2024
Q1 		$5.79K Hold
54
– – ﹤0.01% 217
2023
Q4 		$5.79K Buy
54
+1
+2% +$105 ﹤0.01% 210
2023
Q3 		$5.54K Hold
53
– – ﹤0.01% 203
2023
Q2 		$5.69K Buy
53
+1
+2% +$109 ﹤0.01% 196
2023
Q1 		$5.78K Hold
52
– – ﹤0.01% 198
2022
Q4 		$5.58K Hold
52
– – ﹤0.01% 201
2022
Q3 		$5K Sell
52
-12
-19% -$1.36K ﹤0.01% 213
2022
Q2 		$7K Buy
64
+2
+3% +$237 ﹤0.01% 196
2022
Q1 		$8K Hold
62
– – ﹤0.01% 205
2021
Q4 		$8K Buy
62
+1
+2% +$129 ﹤0.01% 200
2021
Q3 		$8K Buy
61
+1
+2% +$129 ﹤0.01% 198
2021
Q2 		$8K Buy
60
+1
+2% +$127 ﹤0.01% 183
2021
Q1 		$7K Buy
+59
New +$7.47K ﹤0.01% 197

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

Cedar Mountain Advisors's TIP Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares TIPS Bond ETF (TIP) stake by 1.8% in Q2 2026, buying an estimated $111 and bringing the position to 57 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Cedar Mountain Advisors first reported a position in TIP in Q1 2021 and has held it in 22 quarters since. The position peaked at $8K in Q1 2022. 1,016 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cedar Mountain Advisors held 57 shares of iShares TIPS Bond ETF worth $6.25K as of Q2 2026.
  • Cedar Mountain Advisors bought 1 iShares TIPS Bond ETF share in Q2 2026, an estimated $111.
  • iShares TIPS Bond ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #630 holding.
  • Cedar Mountain Advisors first reported a position in iShares TIPS Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Cedar Mountain Advisors's iShares TIPS Bond ETF position peaked at $8K in Q1 2022.
  • 1,016 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.