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Cedrus Wealth Group LLC’s iShares TIPS Bond ETF TIP Stock Holding History

Cedrus Wealth Group LLC’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 		– Sell
-7,400
Closed -$817K – 62
2026
Q1 		$817K Buy
7,400
+170
+2% +$18.8K 0.91% 27
2025
Q4 		$795K Buy
+7,230
New +$802K 0.73% 31

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

Cedrus Wealth Group LLC's TIP Position: Q2 2026 in Review

Cedrus Wealth Group LLC sold out of iShares TIPS Bond ETF (TIP) in Q2 2026, closing a stake of 7,400 shares — an estimated $817K sold.

Cedrus Wealth Group LLC first reported a position in TIP in Q4 2025 and held it in 2 quarters. The position peaked at $817K in Q1 2026. 1,014 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cedrus Wealth Group LLC reported no remaining iShares TIPS Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cedrus Wealth Group LLC sold 7,400 iShares TIPS Bond ETF shares in Q2 2026, an estimated $817K.
  • Cedrus Wealth Group LLC first reported a position in iShares TIPS Bond ETF in Q4 2025 and held it in 2 quarters.
  • Cedrus Wealth Group LLC's iShares TIPS Bond ETF position peaked at $817K in Q1 2026.
  • 1,014 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.