Cerity Partners
TIP icon

Cerity Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Cerity 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 		$11M Buy
100,854
+38,646
+62% +$4.27M 0.01% 716
2026
Q1 		$6.87M Sell
62,208
-2,991
-5% -$331K 0.01% 869
2025
Q4 		$7.17M Buy
65,199
+17,563
+37% +$1.95M 0.01% 792
2025
Q3 		$5.3M Sell
47,636
-6,371
-12% -$704K 0.01% 830
2025
Q2 		$5.94M Sell
54,007
-68,095
-56% -$7.43M 0.01% 736
2025
Q1 		$13.6M Buy
122,102
+24,091
+25% +$2.62M 0.03% 421
2024
Q4 		$10.5M Sell
98,011
-44,882
-31% -$4.86M 0.02% 468
2024
Q3 		$15.8M Buy
142,893
+61,848
+76% +$6.72M 0.04% 369
2024
Q2 		$8.65M Sell
81,045
-43,513
-35% -$4.63M 0.02% 456
2024
Q1 		$13.4M Sell
124,558
-25,855
-17% -$2.76M 0.04% 385
2023
Q4 		$16.2M Buy
150,413
+32,584
+28% +$3.41M 0.05% 286
2023
Q3 		$12.2M Sell
117,829
-51,423
-30% -$5.44M 0.06% 261
2023
Q2 		$18.2M Buy
169,252
+5,729
+4% +$624K 0.07% 242
2023
Q1 		$18.1M Buy
163,523
+65,214
+66% +$7.06M 0.04% 246
2022
Q4 		$15.9M Sell
98,309
-40,407
-29% -$4.31M 0.1% 197
2022
Q3 		$14.6M Sell
138,716
-79,995
-37% -$9.06M 0.17% 118
2022
Q2 		$24.9M Buy
218,711
+78,551
+56% +$9.32M 0.28% 74
2022
Q1 		$2.01M Sell
140,160
-102,671
-42% -$12.9M 0.03% 329
2021
Q4 		$16M Buy
242,831
+231,732
+2,088% +$29.9M 0.24% 82
2021
Q3 		$1.42M Buy
11,099
+877
+9% +$113K 0.03% 316
2021
Q2 		$1.31M Buy
10,222
+510
+5% +$64.8K 0.03% 325
2021
Q1 		$1.22M Sell
9,712
-319
-3% -$40.4K 0.03% 321
2020
Q4 		$1.28M Buy
+10,031
New +$1.27M 0.04% 276

Other funds holding TIP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Cerity Partners's TIP Position: Q2 2026 in Review

Cerity Partners increased its iShares TIPS Bond ETF (TIP) stake by 62% in Q2 2026, buying an estimated $4.27M and bringing the position to 100,854 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #716.

Cerity Partners first reported a position in TIP in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.9M in Q2 2022. 977 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Cerity Partners held 100,854 shares of iShares TIPS Bond ETF worth $11M as of Q2 2026.
  • Cerity Partners bought 38,646 iShares TIPS Bond ETF shares in Q2 2026, an estimated $4.27M.
  • iShares TIPS Bond ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #716 holding.
  • Cerity Partners first reported a position in iShares TIPS Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Cerity Partners's iShares TIPS Bond ETF position peaked at $24.9M in Q2 2022.
  • 977 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.