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

CFS 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 		$2.46M Buy
22,735
+1,213
+6% +$134K 0.16% 112
2026
Q1 		$2.4M Sell
21,522
-5,610
-21% -$621K 0.17% 112
2025
Q4 		$2.98M Buy
27,132
+234
+0.9% +$26K 0.22% 94
2025
Q3 		$3.01M Buy
26,898
+2,184
+9% +$241K 0.22% 84
2025
Q2 		$2.72M Buy
24,714
+1,208
+5% +$132K 0.22% 90
2025
Q1 		$2.61M Buy
23,506
+1,728
+8% +$188K 0.23% 87
2024
Q4 		$2.32M Buy
21,778
+2,903
+15% +$314K 0.21% 92
2024
Q3 		$2.08M Sell
18,875
-27,333
-59% -$2.97M 0.18% 99
2024
Q2 		$4.94M Buy
+46,208
New +$4.91M 0.4% 51
2023
Q4 		– Sell
-22,959
Closed -$2.38M – 167
2023
Q3 		$2.38M Buy
22,959
+19,098
+495% +$2.02M 0.38% 53
2023
Q2 		$416K Buy
3,861
+980
+34% +$107K 0.05% 180
2023
Q1 		$318K Buy
+2,881
New +$312K 0.06% 118
2022
Q3 		– Sell
-26,766
Closed -$3.05M – 354
2022
Q2 		$3.05M Sell
26,766
-1,089,007
-98% -$129M 0.47% 39
2022
Q1 		$9K Buy
1,115,773
+1,106,737
+12,248% +$139M 0.04% 166
2021
Q4 		$1.14M Sell
9,036
-9,134
-50% -$1.18M 0.15% 131
2021
Q3 		$2.32M Buy
+18,170
New +$2.34M 0.32% 69

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

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

CFS Investment Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 5.6% in Q2 2026, buying an estimated $134K and bringing the position to 22,735 shares worth $2.46M. The position accounts for 0.16% of the portfolio, ranked #112.

CFS Investment Advisory Services first reported a position in TIP in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.94M in Q2 2024. 199 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • CFS Investment Advisory Services held 22,735 shares of iShares TIPS Bond ETF worth $2.46M as of Q2 2026.
  • CFS Investment Advisory Services bought 1,213 iShares TIPS Bond ETF shares in Q2 2026, an estimated $134K.
  • iShares TIPS Bond ETF made up 0.16% of CFS Investment Advisory Services's portfolio in Q2 2026, its #112 holding.
  • CFS Investment Advisory Services first reported a position in iShares TIPS Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • CFS Investment Advisory Services's iShares TIPS Bond ETF position peaked at $4.94M in Q2 2024.
  • 199 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.